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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 | $110,753 | $100,073+10.7% | $85,126+30.1% | $145,877-24.1% |
| Participation rate | 91.3% | 74.1%+17.2pp | 67.5%+23.8pp | 80.3%+11.0pp |
| Annual return | 17.14% | 84.11%-67.0pp | 66.63%-49.5pp | 551.28%-534.1pp |
| Employer contribution / active EE | $2,630 | $3,236-18.7% | $2,731-3.7% | $4,663-43.6% |
| Participant deferral / active EE | $9,209 | $5,294+73.9% | $4,523+103.6% | $6,691+37.6% |
| Admin fee / account holder | $194 | $7,261-97.3% | $6,160-96.8% | $13,402-98.6% |