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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 | $138,665 | $113,338+22.3% | $94,993+46.0% | $147,586-6.0% |
| Participation rate | 84.6% | 78.0%+6.6pp | 73.9%+10.7pp | 82.8%+1.8pp |
| Annual return | 13.57% | 20.80%-7.2pp | 27.14%-13.6pp | 578.59%-565.0pp |
| Employer contribution / active EE | $4,949 | $3,160+56.6% | $2,603+90.1% | $4,876+1.5% |
| Participant deferral / active EE | $2,550 | $3,777-32.5% | $3,317-23.1% | $5,439-53.1% |
| Admin fee / account holder | $62 | $6,063-99.0% | $4,960-98.7% | $10,886-99.4% |