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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 | $179,283 | $105,856+69.4% | $90,161+98.8% | $147,586+21.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.45% | 37.63%-22.2pp | 34.89%-19.4pp | 578.59%-563.1pp |
| Employer contribution / active EE | $3,607 | $4,126-12.6% | $3,318+8.7% | $4,876-26.0% |
| Participant deferral / active EE | $14,020 | $5,733+144.6% | $5,287+165.2% | $5,439+157.8% |
| Admin fee / account holder | $211 | $8,046-97.4% | $5,943-96.4% | $10,886-98.1% |