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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 | $129,408 | $118,877+8.9% | $96,570+34.0% | $167,536-22.8% |
| Participation rate | 92.3% | 75.5%+16.8pp | 69.8%+22.5pp | 82.1%+10.2pp |
| Annual return | 12.50% | 50.50%-38.0pp | 37.79%-25.3pp | 478.82%-466.3pp |
| Employer contribution / active EE | $1,784 | $3,121-42.8% | $2,357-24.3% | $4,839-63.1% |
| Participant deferral / active EE | $7,013 | $4,617+51.9% | $3,849+82.2% | $6,342+10.6% |
| Admin fee / account holder | $0 | $8,069-100.0% | $6,182-100.0% | $12,315-100.0% |