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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 | $140,695 | $114,013+23.4% | $103,693+35.7% | $155,188-9.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 26.46% | 49.31%-22.9pp | 47.61%-21.2pp | 148.84%-122.4pp |
| Employer contribution / active EE | $5,609 | $3,131+79.1% | $2,920+92.1% | $4,248+32.0% |
| Participant deferral / active EE | $10,399 | $4,970+109.2% | $4,579+127.1% | $6,531+59.2% |
| Admin fee / account holder | $72 | $8,407-99.1% | $7,858-99.1% | $14,480-99.5% |