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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 | $226,069 | $152,612+48.1% | $125,192+80.6% | $152,897+47.9% |
| Participation rate | 86.7% | 83.3%+3.3pp | 79.8%+6.9pp | 82.5%+4.2pp |
| Annual return | 25.77% | 54.85%-29.1pp | 43.79%-18.0pp | 345.43%-319.7pp |
| Employer contribution / active EE | $1,297 | $4,947-73.8% | $3,866-66.5% | $4,764-72.8% |
| Participant deferral / active EE | $4,304 | $5,868-26.7% | $4,937-12.8% | $5,851-26.4% |
| Admin fee / account holder | $40 | $13,437-99.7% | $9,704-99.6% | $11,599-99.7% |