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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 | $128,605 | $110,337+16.6% | $102,383+25.6% | $145,877-11.8% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 15.63% | 24.83%-9.2pp | 24.94%-9.3pp | 551.28%-535.7pp |
| Employer contribution / active EE | $2,222 | $4,216-47.3% | $3,870-42.6% | $4,663-52.3% |
| Participant deferral / active EE | $2,556 | $5,621-54.5% | $5,060-49.5% | $6,691-61.8% |
| Admin fee / account holder | $289 | $9,750-97.0% | $8,391-96.6% | $13,402-97.8% |