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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 | $159,339 | $232,540-31.5% | $185,117-13.9% | $147,586+8.0% |
| Participation rate | 85.7% | 82.4%+3.4pp | 77.3%+8.4pp | 82.8%+2.9pp |
| Annual return | 23.62% | 43.03%-19.4pp | 40.50%-16.9pp | 578.59%-555.0pp |
| Employer contribution / active EE | $2,495 | $5,195-52.0% | $4,182-40.3% | $4,876-48.8% |
| Participant deferral / active EE | $7,057 | $5,834+21.0% | $5,045+39.9% | $5,439+29.8% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |