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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 | $155,250 | $63,703+143.7% | $93,063+66.8% | $82,448+88.3% |
| Participation rate | 89.3% | 63.8%+25.5pp | 72.1%+17.2pp | 68.1%+21.2pp |
| Annual return | 18.93% | -775.43%+794.4pp | 34.15%-15.2pp | 41.64%-22.7pp |
| Employer contribution / active EE | $2,454 | $1,729+41.9% | $2,476-0.9% | $2,551-3.8% |
| Participant deferral / active EE | $4,994 | $2,919+71.1% | $3,958+26.2% | $4,139+20.7% |
| Admin fee / account holder | $0 | $5,982-100.0% | $6,033-100.0% | $7,234-100.0% |