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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 | $176,750 | $99,652+77.4% | $78,778+124.4% | $147,586+19.8% |
| Participation rate | 83.3% | 76.2%+7.1pp | 69.2%+14.1pp | 82.8%+0.5pp |
| Annual return | 13.10% | 47.28%-34.2pp | 35.62%-22.5pp | 578.59%-565.5pp |
| Employer contribution / active EE | $2,739 | $2,796-2.0% | $1,986+37.9% | $4,876-43.8% |
| Participant deferral / active EE | $9,253 | $3,664+152.6% | $2,958+212.8% | $5,439+70.1% |
| Admin fee / account holder | $246 | $7,155-96.6% | $5,134-95.2% | $10,886-97.7% |