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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,183 | $108,922+43.4% | $100,398+55.6% | $145,978+7.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.08% | 58.04%-43.0pp | 49.32%-34.2pp | 550.52%-535.4pp |
| Employer contribution / active EE | $2,197 | $4,426-50.4% | $3,946-44.3% | $4,662-52.9% |
| Participant deferral / active EE | $25,098 | $8,450+197.0% | $8,084+210.5% | $6,690+275.2% |
| Admin fee / account holder | $20 | $9,680-99.8% | $7,893-99.7% | $13,400-99.9% |