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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 | $200,352 | $85,766+133.6% | $136,297+47.0% | $70,124+185.7% |
| Participation rate | 72.7% | 74.2%-1.4pp | 81.9%-9.2pp | 69.5%+3.2pp |
| Annual return | 14.34% | 31.45%-17.1pp | 5156.19%-5141.9pp | 73.14%-58.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $14,563 | $5,051+188.3% | $6,247+133.1% | $3,332+337.1% |
| Admin fee / account holder | $5 | $5,420-99.9% | $9,244-99.9% | $4,645-99.9% |