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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 | $249,043 | $114,119+118.2% | $107,187+132.3% | $138,895+79.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 17.59% | 273.21%-255.6pp | 204.55%-187.0pp | 145.39%-127.8pp |
| Employer contribution / active EE | $3,861 | $4,059-4.9% | $3,782+2.1% | $4,194-7.9% |
| Participant deferral / active EE | $11,274 | $5,538+103.6% | $5,096+121.2% | $6,396+76.3% |
| Admin fee / account holder | $145 | $10,024-98.6% | $9,162-98.4% | $12,562-98.8% |