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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 | $89,413 | $81,664+9.5% | $70,476+26.9% | $158,966-43.8% |
| Participation rate | 87.5% | 77.7%+9.8pp | 75.1%+12.4pp | 82.0%+5.5pp |
| Annual return | 20.69% | 208.59%-187.9pp | 109.12%-88.4pp | 302.95%-282.3pp |
| Employer contribution / active EE | $2,283 | $3,219-29.1% | $2,738-16.6% | $4,762-52.1% |
| Participant deferral / active EE | $1,684 | $4,556-63.0% | $3,710-54.6% | $5,983-71.9% |
| Admin fee / account holder | $0 | $6,197-100.0% | $3,847-100.0% | $11,250-100.0% |