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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 | $168,837 | $109,372+54.4% | $89,414+88.8% | $158,966+6.2% |
| Participation rate | 83.3% | 74.3%+9.1pp | 68.0%+15.3pp | 82.0%+1.4pp |
| Annual return | 14.79% | 345.55%-330.8pp | 245.50%-230.7pp | 302.95%-288.2pp |
| Employer contribution / active EE | $2,566 | $3,171-19.1% | $2,586-0.8% | $4,762-46.1% |
| Participant deferral / active EE | $9,596 | $4,598+108.7% | $3,890+146.7% | $5,983+60.4% |
| Admin fee / account holder | $13 | $6,156-99.8% | $4,883-99.7% | $11,250-99.9% |