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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 | $127,878 | $154,365-17.2% | $130,231-1.8% | $139,466-8.3% |
| Participation rate | 88.9% | 79.9%+9.0pp | 76.3%+12.6pp | 80.3%+8.6pp |
| Annual return | 55.40% | 30.53%+24.9pp | 38.86%+16.5pp | 373.66%-318.3pp |
| Employer contribution / active EE | $24,111 | $5,170+366.4% | $4,126+484.4% | $4,754+407.2% |
| Participant deferral / active EE | $16,403 | $8,498+93.0% | $6,799+141.3% | $6,712+144.4% |
| Admin fee / account holder | $295 | $9,214-96.8% | $6,020-95.1% | $11,409-97.4% |