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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 | $142,811 | $99,652+43.3% | $78,778+81.3% | $147,586-3.2% |
| Participation rate | 94.1% | 76.2%+17.9pp | 69.2%+24.9pp | 82.8%+11.3pp |
| Annual return | 15.52% | 47.28%-31.8pp | 35.62%-20.1pp | 578.59%-563.1pp |
| Employer contribution / active EE | $2,353 | $2,796-15.8% | $1,986+18.5% | $4,876-51.8% |
| Participant deferral / active EE | $7,259 | $3,664+98.1% | $2,958+145.4% | $5,439+33.5% |
| Admin fee / account holder | $8 | $7,155-99.9% | $5,134-99.8% | $10,886-99.9% |