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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 | $125,529 | $232,540-46.0% | $185,117-32.2% | $147,586-14.9% |
| Participation rate | 95.5% | 82.4%+13.1pp | 77.3%+18.2pp | 82.8%+12.6pp |
| Annual return | 12.15% | 43.03%-30.9pp | 40.50%-28.3pp | 578.59%-566.4pp |
| Employer contribution / active EE | $4,460 | $5,195-14.1% | $4,182+6.7% | $4,876-8.5% |
| Participant deferral / active EE | $9,109 | $5,834+56.2% | $5,045+80.6% | $5,439+67.5% |
| Admin fee / account holder | $240 | $10,275-97.7% | $8,159-97.1% | $10,886-97.8% |