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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 | $155,782 | $112,131+38.9% | $95,964+62.3% | $158,982-2.0% |
| Participation rate | 81.0% | 79.0%+2.0pp | 77.1%+3.9pp | 82.0%-1.0pp |
| Annual return | 18.01% | 171.19%-153.2pp | 91.64%-73.6pp | 302.99%-285.0pp |
| Employer contribution / active EE | $2,397 | $3,199-25.1% | $2,541-5.7% | $4,763-49.7% |
| Participant deferral / active EE | $4,486 | $4,784-6.2% | $4,167+7.7% | $5,983-25.0% |
| Admin fee / account holder | $266 | $10,136-97.4% | $6,797-96.1% | $11,252-97.6% |