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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 | $119,973 | $100,262+19.7% | $81,370+47.4% | $145,897-17.8% |
| Participation rate | 90.0% | 74.3%+15.7pp | 69.5%+20.5pp | 80.3%+9.7pp |
| Annual return | 44.21% | 34.52%+9.7pp | 24.85%+19.4pp | 552.29%-508.1pp |
| Employer contribution / active EE | $479 | $2,979-83.9% | $2,464-80.6% | $4,663-89.7% |
| Participant deferral / active EE | $915 | $4,612-80.2% | $3,885-76.5% | $6,689-86.3% |
| Admin fee / account holder | $5 | $8,163-99.9% | $5,749-99.9% | $13,390-100.0% |