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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 | $131,088 | $84,708+54.8% | $75,714+73.1% | $167,536-21.8% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.8%+5.2pp | 82.1%-2.1pp |
| Annual return | 15.20% | 199.62%-184.4pp | 104.62%-89.4pp | 478.82%-463.6pp |
| Employer contribution / active EE | $1,461 | $3,231-54.8% | $2,744-46.7% | $4,839-69.8% |
| Participant deferral / active EE | $4,339 | $4,577-5.2% | $3,820+13.6% | $6,342-31.6% |
| Admin fee / account holder | $26 | $5,358-99.5% | $3,619-99.3% | $12,315-99.8% |