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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 | $125,266 | $103,392+21.2% | $87,104+43.8% | $152,897-18.1% |
| Participation rate | 92.3% | 79.4%+13.0pp | 76.9%+15.4pp | 82.5%+9.9pp |
| Annual return | 16.63% | 28.10%-11.5pp | 28.19%-11.6pp | 345.43%-328.8pp |
| Employer contribution / active EE | $8,155 | $3,221+153.2% | $2,521+223.4% | $4,764+71.2% |
| Participant deferral / active EE | $8,579 | $4,778+79.5% | $4,048+111.9% | $5,851+46.6% |
| Admin fee / account holder | $87 | $12,194-99.3% | $7,491-98.8% | $11,599-99.2% |