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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 | $148,727 | $89,370+66.4% | $141,197+5.3% | $72,976+103.8% |
| Participation rate | 73.1% | 75.1%-2.1pp | 82.5%-9.4pp | 69.5%+3.6pp |
| Annual return | 23.96% | 111.88%-87.9pp | 71.41%-47.4pp | 81.02%-57.1pp |
| Employer contribution / active EE | $6,612 | $3,115+112.3% | $4,736+39.6% | $2,440+171.0% |
| Participant deferral / active EE | $12,018 | $5,419+121.8% | $6,710+79.1% | $3,608+233.1% |
| Admin fee / account holder | $243 | $5,957-95.9% | $10,265-97.6% | $5,124-95.3% |