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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 | $223,108 | $93,346+139.0% | $71,796+210.8% | $273,972-18.6% |
| Participation rate | 77.8% | 76.5%+1.2pp | 69.1%+8.7pp | 83.0%-5.2pp |
| Annual return | 6.88% | 130.39%-123.5pp | 78.04%-71.2pp | 41.46%-34.6pp |
| Employer contribution / active EE | $4,047 | $2,733+48.1% | $1,924+110.3% | $4,869-16.9% |
| Participant deferral / active EE | $3,985 | $3,475+14.7% | $2,794+42.6% | $5,287-24.6% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |