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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 | $123,729 | $124,314-0.5% | $109,163+13.3% | $167,518-26.1% |
| Participation rate | 93.3% | 79.4%+13.9pp | 75.9%+17.5pp | 82.1%+11.2pp |
| Annual return | 14.33% | 26.04%-11.7pp | 25.75%-11.4pp | 478.71%-464.4pp |
| Employer contribution / active EE | $5,402 | $4,209+28.4% | $3,723+45.1% | $4,838+11.6% |
| Participant deferral / active EE | $7,113 | $5,256+35.3% | $4,654+52.8% | $6,342+12.2% |
| Admin fee / account holder | $188 | $7,973-97.6% | $6,754-97.2% | $12,312-98.5% |