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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 | $111,112 | $78,423+41.7% | $95,964+15.8% | $79,856+39.1% |
| Participation rate | 85.7% | 73.5%+12.2pp | 77.1%+8.6pp | 69.6%+16.1pp |
| Annual return | 19.36% | 19.37%0pp | 91.64%-72.3pp | 31.71%-12.4pp |
| Employer contribution / active EE | $4,154 | $1,945+113.5% | $2,541+63.5% | $2,471+68.1% |
| Participant deferral / active EE | $11,982 | $3,440+248.3% | $4,167+187.6% | $3,741+220.3% |
| Admin fee / account holder | $4 | $5,622-99.9% | $6,797-99.9% | $5,306-99.9% |