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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 | $147,744 | $99,053+49.2% | $88,179+67.6% | $138,895+6.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 21.65% | 78.17%-56.5pp | 64.97%-43.3pp | 145.39%-123.7pp |
| Employer contribution / active EE | $1,673 | $2,882-42.0% | $2,549-34.4% | $4,194-60.1% |
| Participant deferral / active EE | $4,587 | $5,225-12.2% | $4,614-0.6% | $6,396-28.3% |
| Admin fee / account holder | $0 | $8,748-100.0% | $7,673-100.0% | $12,562-100.0% |