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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 | $146,707 | $117,846+24.5% | $102,434+43.2% | $145,884+0.6% |
| Participation rate | 93.3% | 78.6%+14.7pp | 76.5%+16.8pp | 80.3%+13.0pp |
| Annual return | 12.36% | 31.90%-19.5pp | 29.46%-17.1pp | 551.85%-539.5pp |
| Employer contribution / active EE | $10,597 | $3,615+193.2% | $3,023+250.5% | $4,662+127.3% |
| Participant deferral / active EE | $10,533 | $5,733+83.7% | $5,055+108.4% | $6,690+57.5% |
| Admin fee / account holder | $243 | $13,356-98.2% | $9,462-97.4% | $13,392-98.2% |