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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 | $161,278 | $70,366+129.2% | $66,674+141.9% | $138,895+16.1% |
| Participation rate | 93.8% | 76.2%+17.6pp | 73.7%+20.1pp | 79.9%+13.8pp |
| Annual return | 18.48% | 386.41%-367.9pp | 321.24%-302.8pp | 145.39%-126.9pp |
| Employer contribution / active EE | $2,289 | $2,765-17.2% | $2,620-12.6% | $4,194-45.4% |
| Participant deferral / active EE | $8,697 | $4,374+98.8% | $4,084+112.9% | $6,396+36.0% |
| Admin fee / account holder | $15 | $5,262-99.7% | $5,098-99.7% | $12,562-99.9% |