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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 | $119,167 | $72,071+65.3% | $68,368+74.3% | $137,256-13.2% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.0%+5.8pp |
| Annual return | 13.93% | 353.14%-339.2pp | 292.57%-278.6pp | 220.34%-206.4pp |
| Employer contribution / active EE | $1,931 | $2,788-30.7% | $2,649-27.1% | $4,156-53.5% |
| Participant deferral / active EE | $7,743 | $4,410+75.6% | $4,123+87.8% | $6,407+20.9% |
| Admin fee / account holder | $54 | $5,336-99.0% | $5,150-99.0% | $12,270-99.6% |