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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 | $73,107+112.4% | $114,563+35.5% | $87,485+77.5% |
| Participation rate | 89.3% | 65.8%+23.5pp | 72.9%+16.4pp | 68.9%+20.4pp |
| Annual return | 18.93% | 19.47%-0.5pp | 241.09%-222.2pp | 26.06%-7.1pp |
| Employer contribution / active EE | $2,454 | $1,881+30.4% | $2,592-5.3% | $2,596-5.5% |
| Participant deferral / active EE | $4,994 | $3,144+58.9% | $4,142+20.6% | $4,274+16.9% |
| Admin fee / account holder | $0 | $5,770-100.0% | $7,623-100.0% | $7,775-100.0% |