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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 | $148,396 | $102,638+44.6% | $81,991+81.0% | $158,966-6.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 9.26% | 61.05%-51.8pp | 41.31%-32.0pp | 302.95%-293.7pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,066 | $4,649-12.5% | $3,722+9.2% | $5,983-32.0% |
| Admin fee / account holder | $284 | $8,237-96.6% | $5,665-95.0% | $11,250-97.5% |