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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 | $129,771 | $112,112+15.8% | $95,956+35.2% | $158,950-18.4% |
| Participation rate | 83.3% | 79.0%+4.4pp | 77.1%+6.3pp | 82.0%+1.4pp |
| Annual return | 21.06% | 171.15%-150.1pp | 91.63%-70.6pp | 302.91%-281.8pp |
| Employer contribution / active EE | $864 | $3,199-73.0% | $2,541-66.0% | $4,762-81.9% |
| Participant deferral / active EE | $2,386 | $4,784-50.1% | $4,167-42.7% | $5,983-60.1% |
| Admin fee / account holder | $107 | $10,134-98.9% | $6,797-98.4% | $11,248-99.1% |