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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 | $145,961 | $90,486+61.3% | $78,676+85.5% | $273,972-46.7% |
| Participation rate | 91.7% | 76.5%+15.1pp | 73.6%+18.1pp | 83.0%+8.7pp |
| Annual return | 29.58% | 75.62%-46.0pp | 62.19%-32.6pp | 41.46%-11.9pp |
| Employer contribution / active EE | $3,958 | $3,175+24.7% | $2,850+38.9% | $4,869-18.7% |
| Participant deferral / active EE | $7,060 | $3,901+81.0% | $3,517+100.7% | $5,287+33.5% |
| Admin fee / account holder | $163 | $5,263-96.9% | $4,510-96.4% | $10,133-98.4% |