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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 | $111,787+60.5% | $93,681+91.5% | $145,978+22.9% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 8.23% | 203.52%-195.3pp | 133.47%-125.2pp | 550.52%-542.3pp |
| Employer contribution / active EE | $957 | $3,093-69.1% | $2,422-60.5% | $4,662-79.5% |
| Participant deferral / active EE | $1,472 | $4,918-70.1% | $4,415-66.7% | $6,690-78.0% |
| Admin fee / account holder | $174 | $10,256-98.3% | $8,290-97.9% | $13,400-98.7% |