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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 | $131,646 | $95,415+38.0% | $185,851-29.2% | $85,851+53.3% |
| Participation rate | 85.2% | 68.8%+16.4pp | 81.7%+3.5pp | 69.3%+15.9pp |
| Annual return | 26.35% | 23.59%+2.8pp | 122.11%-95.8pp | 318.63%-292.3pp |
| Employer contribution / active EE | $8,573 | $3,314+158.7% | $5,168+65.9% | $2,565+234.2% |
| Participant deferral / active EE | $6,262 | $3,424+82.9% | $5,569+12.5% | $3,952+58.4% |
| Admin fee / account holder | $176 | $7,215-97.6% | $16,245-98.9% | $6,261-97.2% |