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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 | $128,556 | $118,875+8.1% | $96,572+33.1% | $167,553-23.3% |
| Participation rate | 90.9% | 75.5%+15.4pp | 69.8%+21.1pp | 82.1%+8.8pp |
| Annual return | 23.34% | 50.50%-27.2pp | 37.79%-14.5pp | 478.89%-455.6pp |
| Employer contribution / active EE | $2,504 | $3,121-19.8% | $2,357+6.2% | $4,840-48.3% |
| Participant deferral / active EE | $5,235 | $4,617+13.4% | $3,850+36.0% | $6,343-17.5% |
| Admin fee / account holder | $268 | $8,070-96.7% | $6,183-95.7% | $12,316-97.8% |