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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 | $165,597 | $152,619+8.5% | $125,195+32.3% | $152,909+8.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 33.80% | 54.85%-21.0pp | 43.79%-10.0pp | 345.46%-311.7pp |
| Employer contribution / active EE | $3,602 | $4,947-27.2% | $3,866-6.8% | $4,764-24.4% |
| Participant deferral / active EE | $9,040 | $5,869+54.0% | $4,937+83.1% | $5,851+54.5% |
| Admin fee / account holder | $294 | $13,437-97.8% | $9,704-97.0% | $11,601-97.5% |