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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 | $126,467 | $93,345+35.5% | $119,126+6.2% | $87,485+44.6% |
| Participation rate | 93.8% | 68.7%+25.0pp | 75.8%+18.0pp | 68.9%+24.8pp |
| Annual return | 16.19% | 19.08%-2.9pp | 282.11%-265.9pp | 26.06%-9.9pp |
| Employer contribution / active EE | $11,505 | $3,172+262.8% | $4,034+185.2% | $2,596+343.2% |
| Participant deferral / active EE | $8,579 | $4,099+109.3% | $5,318+61.3% | $4,274+100.7% |
| Admin fee / account holder | $261 | $8,039-96.8% | $10,693-97.6% | $7,775-96.6% |