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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 | $138,935 | $99,652+39.4% | $78,778+76.4% | $147,586-5.9% |
| Participation rate | 85.7% | 76.2%+9.5pp | 69.2%+16.5pp | 82.8%+2.9pp |
| Annual return | 11.55% | 47.28%-35.7pp | 35.62%-24.1pp | 578.59%-567.0pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,944 | $3,664+62.3% | $2,958+100.9% | $5,439+9.3% |
| Admin fee / account holder | $25 | $7,155-99.7% | $5,134-99.5% | $10,886-99.8% |