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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 | $186,950 | $111,830+67.2% | $93,696+99.5% | $145,884+28.1% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 16.09% | 204.08%-188.0pp | 133.74%-117.7pp | 551.85%-535.8pp |
| Employer contribution / active EE | $2,486 | $3,093-19.6% | $2,422+2.6% | $4,662-46.7% |
| Participant deferral / active EE | $7,835 | $4,920+59.3% | $4,417+77.4% | $6,690+17.1% |
| Admin fee / account holder | $7 | $10,249-99.9% | $8,287-99.9% | $13,392-100.0% |