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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 | $131,198 | $134,817-2.7% | $123,973+5.8% | $155,188-15.5% |
| Participation rate | 92.3% | 79.4%+12.9pp | 76.7%+15.6pp | 80.8%+11.5pp |
| Annual return | 16.18% | 515.49%-499.3pp | 388.13%-371.9pp | 148.84%-132.7pp |
| Employer contribution / active EE | $2,536 | $4,425-42.7% | $4,126-38.5% | $4,248-40.3% |
| Participant deferral / active EE | $4,693 | $5,706-17.8% | $5,247-10.5% | $6,531-28.1% |
| Admin fee / account holder | $137 | $13,245-99.0% | $11,799-98.8% | $14,480-99.1% |