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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 | $186,604 | $152,619+22.3% | $125,195+49.1% | $152,909+22.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 15.23% | 54.85%-39.6pp | 43.79%-28.6pp | 345.46%-330.2pp |
| Employer contribution / active EE | $2,035 | $4,947-58.9% | $3,866-47.4% | $4,764-57.3% |
| Participant deferral / active EE | $9,701 | $5,869+65.3% | $4,937+96.5% | $5,851+65.8% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |