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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 | $245,180 | $90,504+170.9% | $78,690+211.6% | $273,965-10.5% |
| Participation rate | 91.7% | 76.5%+15.1pp | 73.6%+18.1pp | 83.0%+8.7pp |
| Annual return | 15.44% | 75.61%-60.2pp | 62.18%-46.7pp | 41.45%-26.0pp |
| Employer contribution / active EE | $6,611 | $3,176+108.2% | $2,851+131.9% | $4,869+35.8% |
| Participant deferral / active EE | $11,046 | $3,901+183.1% | $3,517+214.1% | $5,287+108.9% |
| Admin fee / account holder | $76 | $5,263-98.6% | $4,511-98.3% | $10,132-99.3% |