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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 | $188,278 | $124,346+51.4% | $111,306+69.2% | $167,553+12.4% |
| Participation rate | 92.3% | 79.6%+12.7pp | 77.3%+15.0pp | 82.1%+10.2pp |
| Annual return | 12.50% | 37.46%-25.0pp | 54.67%-42.2pp | 478.89%-466.4pp |
| Employer contribution / active EE | $9,355 | $3,438+172.1% | $2,732+242.4% | $4,840+93.3% |
| Participant deferral / active EE | $8,704 | $5,182+68.0% | $4,488+94.0% | $6,343+37.2% |
| Admin fee / account holder | $3 | $10,623-100.0% | $7,966-100.0% | $12,316-100.0% |