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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 | $125,921 | $152,619-17.5% | $125,195+0.6% | $152,909-17.6% |
| Participation rate | 91.7% | 83.3%+8.3pp | 79.8%+11.9pp | 82.5%+9.2pp |
| Annual return | 24.00% | 54.85%-30.8pp | 43.79%-19.8pp | 345.46%-321.5pp |
| Employer contribution / active EE | $2,237 | $4,947-54.8% | $3,866-42.1% | $4,764-53.0% |
| Participant deferral / active EE | $8,455 | $5,869+44.1% | $4,937+71.2% | $5,851+44.5% |
| Admin fee / account holder | $216 | $13,437-98.4% | $9,704-97.8% | $11,601-98.1% |