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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 | $123,874 | $110,379+12.2% | $102,412+21.0% | $145,884-15.1% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 14.68% | 24.84%-10.2pp | 24.94%-10.3pp | 551.85%-537.2pp |
| Employer contribution / active EE | $10,192 | $4,216+141.7% | $3,870+163.4% | $4,662+118.6% |
| Participant deferral / active EE | $6,141 | $5,622+9.2% | $5,060+21.3% | $6,690-8.2% |
| Admin fee / account holder | $42 | $9,745-99.6% | $8,388-99.5% | $13,392-99.7% |