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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 | $133,841 | $61,787+116.6% | $97,197+37.7% | $80,925+65.4% |
| Participation rate | 85.2% | 63.5%+21.7pp | 72.7%+12.5pp | 67.7%+17.5pp |
| Annual return | 16.52% | -558.16%+574.7pp | 75.47%-58.9pp | 35.65%-19.1pp |
| Employer contribution / active EE | $2,412 | $1,836+31.4% | $2,723-11.4% | $2,756-12.5% |
| Participant deferral / active EE | $4,740 | $3,027+56.6% | $4,263+11.2% | $4,299+10.3% |
| Admin fee / account holder | $31 | $5,170-99.4% | $5,637-99.4% | $6,940-99.5% |