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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 | $130,404 | $117,895+10.6% | $102,460+27.3% | $145,897-10.6% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 13.84% | 31.92%-18.1pp | 29.47%-15.6pp | 552.29%-538.5pp |
| Employer contribution / active EE | $1,592 | $3,619-56.0% | $3,025-47.4% | $4,663-65.9% |
| Participant deferral / active EE | $10,347 | $5,736+80.4% | $5,056+104.6% | $6,689+54.7% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |