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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 | $122,794 | $103,038+19.2% | $90,324+35.9% | $152,909-19.7% |
| Participation rate | 88.9% | 75.9%+13.0pp | 73.3%+15.6pp | 82.5%+6.4pp |
| Annual return | 13.52% | 95.25%-81.7pp | 78.15%-64.6pp | 345.46%-331.9pp |
| Employer contribution / active EE | $4,425 | $3,141+40.9% | $2,856+54.9% | $4,764-7.1% |
| Participant deferral / active EE | $5,961 | $4,282+39.2% | $3,885+53.4% | $5,851+1.9% |
| Admin fee / account holder | $280 | $6,177-95.5% | $5,356-94.8% | $11,601-97.6% |