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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 | $140,320 | $111,878+25.4% | $93,727+49.7% | $145,897-3.8% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 16.94% | 204.28%-187.3pp | 133.83%-116.9pp | 552.29%-535.4pp |
| Employer contribution / active EE | $1,921 | $3,092-37.9% | $2,421-20.7% | $4,663-58.8% |
| Participant deferral / active EE | $3,714 | $4,920-24.5% | $4,417-15.9% | $6,689-44.5% |
| Admin fee / account holder | $280 | $10,256-97.3% | $8,292-96.6% | $13,390-97.9% |