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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 | $145,291 | $97,125+49.6% | $86,233+68.5% | $137,256+5.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 16.70% | 74.19%-57.5pp | 61.39%-44.7pp | 220.34%-203.6pp |
| Employer contribution / active EE | $9,721 | $2,841+242.1% | $2,504+288.2% | $4,156+133.9% |
| Participant deferral / active EE | $3,195 | $5,180-38.3% | $4,559-29.9% | $6,407-50.1% |
| Admin fee / account holder | $25 | $9,725-99.7% | $8,342-99.7% | $12,270-99.8% |