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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 | $157,918 | $111,787+41.3% | $93,681+68.6% | $145,978+8.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.20% | 203.52%-189.3pp | 133.47%-119.3pp | 550.52%-536.3pp |
| Employer contribution / active EE | $1,899 | $3,093-38.6% | $2,422-21.6% | $4,662-59.3% |
| Participant deferral / active EE | $4,675 | $4,918-4.9% | $4,415+5.9% | $6,690-30.1% |
| Admin fee / account holder | $44 | $10,256-99.6% | $8,290-99.5% | $13,400-99.7% |