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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 | $115,842 | $65,555+76.7% | $86,216+34.4% | $75,173+54.1% |
| Participation rate | 70.0% | 60.5%+9.5pp | 69.0%+1.0pp | 67.2%+2.8pp |
| Annual return | 15.70% | 46.07%-30.4pp | 1169.42%-1153.7pp | 160.72%-145.0pp |
| Employer contribution / active EE | $1,172 | $1,553-24.5% | $2,382-50.8% | $2,671-56.1% |
| Participant deferral / active EE | $5,421 | $3,023+79.3% | $3,986+36.0% | $4,126+31.4% |
| Admin fee / account holder | $152 | $5,469-97.2% | $6,853-97.8% | $5,651-97.3% |