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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 | $137,434 | $90,530+51.8% | $76,030+80.8% | $145,897-5.8% |
| Participation rate | 80.0% | 74.4%+5.6pp | 69.1%+10.9pp | 80.3%-0.3pp |
| Annual return | 10.30% | 625.08%-614.8pp | 361.54%-351.2pp | 552.29%-542.0pp |
| Employer contribution / active EE | $2,400 | $3,319-27.7% | $2,688-10.7% | $4,663-48.5% |
| Participant deferral / active EE | $6,923 | $5,164+34.0% | $4,257+62.6% | $6,689+3.5% |
| Admin fee / account holder | $234 | $8,383-97.2% | $6,421-96.4% | $13,390-98.3% |