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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 | $141,013 | $115,814+21.8% | $101,275+39.2% | $158,982-11.3% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.8%+14.2pp | 82.0%+8.0pp |
| Annual return | 18.90% | 56.16%-37.3pp | 46.48%-27.6pp | 302.99%-284.1pp |
| Employer contribution / active EE | $3,780 | $4,176-9.5% | $3,660+3.3% | $4,763-20.6% |
| Participant deferral / active EE | $8,293 | $4,958+67.3% | $4,371+89.8% | $5,983+38.6% |
| Admin fee / account holder | $13 | $7,249-99.8% | $5,948-99.8% | $11,252-99.9% |