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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 | $163,003 | $103,038+58.2% | $90,324+80.5% | $152,909+6.6% |
| Participation rate | 94.1% | 75.9%+18.2pp | 73.3%+20.8pp | 82.5%+11.7pp |
| Annual return | 22.09% | 95.25%-73.2pp | 78.15%-56.1pp | 345.46%-323.4pp |
| Employer contribution / active EE | $5,122 | $3,141+63.1% | $2,856+79.4% | $4,764+7.5% |
| Participant deferral / active EE | $4,509 | $4,282+5.3% | $3,885+16.0% | $5,851-22.9% |
| Admin fee / account holder | $2 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |