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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 | $116,454 | $98,776+17.9% | $149,745-22.2% | $79,856+45.8% |
| Participation rate | 96.4% | 75.8%+20.6pp | 82.5%+13.9pp | 69.6%+26.8pp |
| Annual return | 16.11% | 27.38%-11.3pp | 276.72%-260.6pp | 31.71%-15.6pp |
| Employer contribution / active EE | $6,154 | $3,217+91.3% | $4,646+32.5% | $2,471+149.0% |
| Participant deferral / active EE | $8,006 | $5,681+40.9% | $6,843+17.0% | $3,741+114.0% |
| Admin fee / account holder | $204 | $6,053-96.6% | $9,312-97.8% | $5,306-96.2% |