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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 | $186,819 | $144,130+29.6% | $117,861+58.5% | $147,586+26.6% |
| Participation rate | 90.9% | 83.4%+7.5pp | 79.7%+11.2pp | 82.8%+8.1pp |
| Annual return | 10.44% | 531.20%-520.8pp | 335.11%-324.7pp | 578.59%-568.1pp |
| Employer contribution / active EE | $2,215 | $4,897-54.8% | $3,786-41.5% | $4,876-54.6% |
| Participant deferral / active EE | $2,460 | $5,316-53.7% | $4,482-45.1% | $5,439-54.8% |
| Admin fee / account holder | $15 | $10,887-99.9% | $8,021-99.8% | $10,886-99.9% |