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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 | $180,820 | $106,923+69.1% | $84,023+115.2% | $152,909+18.3% |
| Participation rate | 83.3% | 75.3%+8.1pp | 69.0%+14.3pp | 82.5%+0.9pp |
| Annual return | 22.47% | 105.02%-82.6pp | 71.32%-48.9pp | 345.46%-323.0pp |
| Employer contribution / active EE | $1,744 | $2,735-36.2% | $1,984-12.1% | $4,764-63.4% |
| Participant deferral / active EE | $9,327 | $4,013+132.4% | $3,239+187.9% | $5,851+59.4% |
| Admin fee / account holder | $70 | $8,289-99.2% | $6,102-98.9% | $11,601-99.4% |