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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 | $133,647 | $90,509+47.7% | $78,693+69.8% | $273,968-51.2% |
| Participation rate | 93.3% | 76.5%+16.8pp | 73.6%+19.8pp | 83.0%+10.3pp |
| Annual return | 8.10% | 75.61%-67.5pp | 62.18%-54.1pp | 41.45%-33.4pp |
| Employer contribution / active EE | $4,678 | $3,175+47.3% | $2,850+64.1% | $4,869-3.9% |
| Participant deferral / active EE | $6,233 | $3,901+59.8% | $3,517+77.2% | $5,287+17.9% |
| Admin fee / account holder | $245 | $5,264-95.4% | $4,511-94.6% | $10,132-97.6% |