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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 | $185,353 | $148,629+24.7% | $135,982+36.3% | $139,487+32.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.91% | 79.33%-61.4pp | 68.32%-50.4pp | 373.84%-355.9pp |
| Employer contribution / active EE | $1,198 | $5,247-77.2% | $4,859-75.3% | $4,755-74.8% |
| Participant deferral / active EE | $3,396 | $8,102-58.1% | $7,760-56.2% | $6,713-49.4% |
| Admin fee / account holder | $120 | $12,406-99.0% | $10,767-98.9% | $11,407-98.9% |