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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 | $136,549 | $111,785+22.2% | $93,669+45.8% | $145,877-6.4% |
| Participation rate | 88.9% | 74.2%+14.7pp | 68.7%+20.2pp | 80.3%+8.6pp |
| Annual return | 13.61% | 203.79%-190.2pp | 133.59%-120.0pp | 551.28%-537.7pp |
| Employer contribution / active EE | $900 | $3,096-70.9% | $2,424-62.9% | $4,663-80.7% |
| Participant deferral / active EE | $2,067 | $4,919-58.0% | $4,416-53.2% | $6,691-69.1% |
| Admin fee / account holder | $298 | $10,256-97.1% | $8,291-96.4% | $13,402-97.8% |