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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 | $178,163 | $112,935+57.8% | $90,970+95.8% | $158,966+12.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 21.76% | 215.79%-194.0pp | 134.58%-112.8pp | 302.95%-281.2pp |
| Employer contribution / active EE | $1,908 | $2,895-34.1% | $2,122-10.1% | $4,762-59.9% |
| Participant deferral / active EE | $3,053 | $4,129-26.0% | $3,373-9.5% | $5,983-49.0% |
| Admin fee / account holder | $66 | $8,045-99.2% | $5,960-98.9% | $11,250-99.4% |