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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 | $179,411 | $111,814+60.5% | $93,654+91.6% | $145,959+22.9% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 8.23% | 203.30%-195.1pp | 133.34%-125.1pp | 561.95%-553.7pp |
| Employer contribution / active EE | $957 | $3,092-69.1% | $2,421-60.5% | $4,661-79.5% |
| Participant deferral / active EE | $1,472 | $4,914-70.1% | $4,413-66.6% | $6,689-78.0% |
| Admin fee / account holder | $174 | $10,246-98.3% | $8,282-97.9% | $13,398-98.7% |