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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 | $176,877 | $152,612+15.9% | $125,192+41.3% | $152,897+15.7% |
| Participation rate | 88.9% | 83.3%+5.5pp | 79.8%+9.1pp | 82.5%+6.4pp |
| Annual return | 20.29% | 54.85%-34.6pp | 43.79%-23.5pp | 345.43%-325.1pp |
| Employer contribution / active EE | $2,267 | $4,947-54.2% | $3,866-41.3% | $4,764-52.4% |
| Participant deferral / active EE | $8,137 | $5,868+38.7% | $4,937+64.8% | $5,851+39.1% |
| Admin fee / account holder | $100 | $13,437-99.3% | $9,704-99.0% | $11,599-99.1% |