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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 | $143,206 | $90,486+58.3% | $78,676+82.0% | $273,972-47.7% |
| Participation rate | 85.7% | 76.5%+9.2pp | 73.6%+12.1pp | 83.0%+2.7pp |
| Annual return | 8.40% | 75.62%-67.2pp | 62.19%-53.8pp | 41.46%-33.1pp |
| Employer contribution / active EE | $2,394 | $3,175-24.6% | $2,850-16.0% | $4,869-50.8% |
| Participant deferral / active EE | $5,184 | $3,901+32.9% | $3,517+47.4% | $5,287-2.0% |
| Admin fee / account holder | $21 | $5,263-99.6% | $4,510-99.5% | $10,133-99.8% |