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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 | $168,521 | $86,294+95.3% | $111,303+51.4% | $85,856+96.3% |
| Participation rate | 96.3% | 73.3%+23.0pp | 77.3%+19.0pp | 69.3%+27.0pp |
| Annual return | 16.70% | 19.99%-3.3pp | 54.66%-38.0pp | 318.58%-301.9pp |
| Employer contribution / active EE | $6,906 | $2,043+238.0% | $2,731+152.8% | $2,565+169.2% |
| Participant deferral / active EE | $4,071 | $3,641+11.8% | $4,487-9.3% | $3,952+3.0% |
| Admin fee / account holder | $252 | $8,189-96.9% | $7,966-96.8% | $6,261-96.0% |