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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 | $101,984 | $89,370+14.1% | $141,197-27.8% | $72,976+39.8% |
| Participation rate | 97.7% | 75.1%+22.5pp | 82.5%+15.2pp | 69.5%+28.2pp |
| Annual return | 31.05% | 111.88%-80.8pp | 71.41%-40.4pp | 81.02%-50.0pp |
| Employer contribution / active EE | $10,347 | $3,115+232.2% | $4,736+118.5% | $2,440+324.1% |
| Participant deferral / active EE | $9,513 | $5,419+75.6% | $6,710+41.8% | $3,608+163.7% |
| Admin fee / account holder | $220 | $5,957-96.3% | $10,265-97.9% | $5,124-95.7% |