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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 | $128,164 | $63,703+101.2% | $93,063+37.7% | $82,448+55.4% |
| Participation rate | 96.4% | 63.8%+32.6pp | 72.1%+24.3pp | 68.1%+28.4pp |
| Annual return | 14.94% | -775.43%+790.4pp | 34.15%-19.2pp | 41.64%-26.7pp |
| Employer contribution / active EE | $7,528 | $1,729+335.5% | $2,476+204.0% | $2,551+195.1% |
| Participant deferral / active EE | $9,200 | $2,919+215.1% | $3,958+132.4% | $4,139+122.3% |
| Admin fee / account holder | $115 | $5,982-98.1% | $6,033-98.1% | $7,234-98.4% |