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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 | $100,147+19.8% | $81,286+47.6% | $145,877-17.8% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.5%+20.5pp | 80.3%+9.7pp |
| Annual return | 44.21% | 34.44%+9.8pp | 24.80%+19.4pp | 551.28%-507.1pp |
| Employer contribution / active EE | $479 | $2,977-83.9% | $2,463-80.6% | $4,663-89.7% |
| Participant deferral / active EE | $915 | $4,607-80.2% | $3,883-76.4% | $6,691-86.3% |
| Admin fee / account holder | $5 | $8,201-99.9% | $5,764-99.9% | $13,402-100.0% |