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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 | $160,356 | $132,634+20.9% | $115,768+38.5% | $137,256+16.8% |
| Participation rate | 84.6% | 77.9%+6.7pp | 74.4%+10.2pp | 80.0%+4.7pp |
| Annual return | 13.87% | 160.70%-146.8pp | 100.46%-86.6pp | 220.34%-206.5pp |
| Employer contribution / active EE | $1,725 | $3,360-48.6% | $2,940-41.3% | $4,156-58.5% |
| Participant deferral / active EE | $5,977 | $5,619+6.4% | $4,917+21.6% | $6,407-6.7% |
| Admin fee / account holder | $197 | $15,028-98.7% | $12,439-98.4% | $12,270-98.4% |