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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 | $149,054 | $90,509+64.7% | $78,693+89.4% | $273,968-45.6% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 6.86% | 75.61%-68.8pp | 62.18%-55.3pp | 41.45%-34.6pp |
| Employer contribution / active EE | $1,205 | $3,175-62.1% | $2,850-57.7% | $4,869-75.3% |
| Participant deferral / active EE | $5,492 | $3,901+40.8% | $3,517+56.2% | $5,287+3.9% |
| Admin fee / account holder | $0 | $5,264-100.0% | $4,511-100.0% | $10,132-100.0% |