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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 | $143,841 | $72,071+99.6% | $68,368+110.4% | $137,256+4.8% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 13.65% | 353.14%-339.5pp | 292.57%-278.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $2,243 | $2,788-19.5% | $2,649-15.3% | $4,156-46.0% |
| Participant deferral / active EE | $7,192 | $4,410+63.1% | $4,123+74.4% | $6,407+12.2% |
| Admin fee / account holder | $260 | $5,336-95.1% | $5,150-95.0% | $12,270-97.9% |