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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 | $210,675 | $162,821+29.4% | $133,978+57.2% | $158,982+32.5% |
| Participation rate | 94.7% | 83.2%+11.5pp | 79.8%+14.9pp | 82.0%+12.8pp |
| Annual return | 15.79% | 41.95%-26.2pp | 45.10%-29.3pp | 302.99%-287.2pp |
| Employer contribution / active EE | $6,782 | $4,976+36.3% | $3,919+73.1% | $4,763+42.4% |
| Participant deferral / active EE | $5,397 | $5,910-8.7% | $5,047+6.9% | $5,983-9.8% |
| Admin fee / account holder | $157 | $11,742-98.7% | $8,930-98.2% | $11,252-98.6% |