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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 | $213,972 | $172,111+24.3% | $150,298+42.4% | $137,256+55.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 23.29% | 69.37%-46.1pp | 62.79%-39.5pp | 220.34%-197.0pp |
| Employer contribution / active EE | $2,307 | $4,636-50.2% | $4,154-44.5% | $4,156-44.5% |
| Participant deferral / active EE | $5,566 | $6,166-9.7% | $5,453+2.1% | $6,407-13.1% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |