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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 | $90,614+51.7% | $76,089+80.6% | $145,877-5.8% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.1%+10.9pp | 80.3%-0.3pp |
| Annual return | 10.30% | 623.80%-613.5pp | 360.94%-350.6pp | 551.28%-541.0pp |
| Employer contribution / active EE | $2,400 | $3,324-27.8% | $2,690-10.8% | $4,663-48.5% |
| Participant deferral / active EE | $6,923 | $5,168+33.9% | $4,259+62.5% | $6,691+3.5% |
| Admin fee / account holder | $234 | $8,376-97.2% | $6,418-96.4% | $13,402-98.3% |