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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 | $166,586 | $150,435+10.7% | $120,580+38.2% | $145,897+14.2% |
| Participation rate | 80.0% | 78.8%+1.2pp | 72.0%+8.0pp | 80.3%-0.3pp |
| Annual return | 15.60% | 154.60%-139.0pp | 107.48%-91.9pp | 552.29%-536.7pp |
| Employer contribution / active EE | $1,905 | $4,352-56.2% | $3,469-45.1% | $4,663-59.2% |
| Participant deferral / active EE | $4,016 | $6,174-35.0% | $4,995-19.6% | $6,689-40.0% |
| Admin fee / account holder | $286 | $12,182-97.6% | $9,418-97.0% | $13,390-97.9% |