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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 | $197,519 | $106,905+84.8% | $84,020+135.1% | $152,885+29.2% |
| Participation rate | 80.0% | 75.2%+4.8pp | 69.0%+11.0pp | 82.5%-2.5pp |
| Annual return | 24.37% | 105.00%-80.6pp | 71.31%-46.9pp | 345.39%-321.0pp |
| Employer contribution / active EE | $3,178 | $2,735+16.2% | $1,984+60.2% | $4,763-33.3% |
| Participant deferral / active EE | $5,861 | $4,012+46.1% | $3,239+81.0% | $5,851+0.2% |
| Admin fee / account holder | $164 | $8,287-98.0% | $6,101-97.3% | $11,598-98.6% |