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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 | $111,878+22.1% | $93,727+45.7% | $145,897-6.4% |
| Participation rate | 88.9% | 74.2%+14.7pp | 68.7%+20.2pp | 80.3%+8.6pp |
| Annual return | 13.61% | 204.28%-190.7pp | 133.83%-120.2pp | 552.29%-538.7pp |
| Employer contribution / active EE | $900 | $3,092-70.9% | $2,421-62.8% | $4,663-80.7% |
| Participant deferral / active EE | $2,067 | $4,920-58.0% | $4,417-53.2% | $6,689-69.1% |
| Admin fee / account holder | $298 | $10,256-97.1% | $8,292-96.4% | $13,390-97.8% |