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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 | $176,956 | $157,296+12.5% | $141,191+25.3% | $152,897+15.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.27% | 64.34%-37.1pp | 71.41%-44.1pp | 345.43%-318.2pp |
| Employer contribution / active EE | $942 | $5,262-82.1% | $4,736-80.1% | $4,764-80.2% |
| Participant deferral / active EE | $19,000 | $7,111+167.2% | $6,710+183.2% | $5,851+224.7% |
| Admin fee / account holder | $140 | $12,125-98.8% | $10,264-98.6% | $11,599-98.8% |