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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 | $118,907 | $103,008+15.4% | $90,304+31.7% | $152,897-22.2% |
| Participation rate | 93.3% | 75.9%+17.5pp | 73.3%+20.1pp | 82.5%+10.9pp |
| Annual return | 24.37% | 95.22%-70.9pp | 78.13%-53.8pp | 345.43%-321.1pp |
| Employer contribution / active EE | $5,061 | $3,139+61.2% | $2,855+77.3% | $4,764+6.3% |
| Participant deferral / active EE | $10,368 | $4,281+142.2% | $3,885+166.9% | $5,851+77.2% |
| Admin fee / account holder | $138 | $6,175-97.8% | $5,354-97.4% | $11,599-98.8% |