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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 | $238,397 | $98,776+141.4% | $149,745+59.2% | $79,856+198.5% |
| Participation rate | 74.4% | 75.8%-1.4pp | 82.5%-8.1pp | 69.6%+4.7pp |
| Annual return | 20.63% | 27.38%-6.7pp | 276.72%-256.1pp | 31.71%-11.1pp |
| Employer contribution / active EE | $2,553 | $3,217-20.6% | $4,646-45.0% | $2,471+3.3% |
| Participant deferral / active EE | $7,165 | $5,681+26.1% | $6,843+4.7% | $3,741+91.5% |
| Admin fee / account holder | $80 | $6,053-98.7% | $9,312-99.1% | $5,306-98.5% |