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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 | $209,878 | $117,829+78.1% | $102,423+104.9% | $145,877+43.9% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 14.53% | 31.83%-17.3pp | 29.42%-14.9pp | 551.28%-536.8pp |
| Employer contribution / active EE | $6,141 | $3,615+69.9% | $3,023+103.1% | $4,663+31.7% |
| Participant deferral / active EE | $5,185 | $5,732-9.6% | $5,054+2.6% | $6,691-22.5% |
| Admin fee / account holder | $42 | $13,335-99.7% | $9,455-99.6% | $13,402-99.7% |