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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 | $167,448 | $105,200+59.2% | $159,474+5.0% | $85,847+95.1% |
| Participation rate | 82.8% | 75.8%+7.0pp | 82.8%-0.1pp | 69.3%+13.4pp |
| Annual return | 18.02% | 45.08%-27.1pp | 263.68%-245.7pp | 318.61%-300.6pp |
| Employer contribution / active EE | $6,897 | $3,319+107.8% | $4,831+42.8% | $2,565+168.8% |
| Participant deferral / active EE | $7,575 | $5,946+27.4% | $7,353+3.0% | $3,952+91.7% |
| Admin fee / account holder | $126 | $6,934-98.2% | $10,802-98.8% | $6,261-98.0% |