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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 | $143,045 | $115,814+23.5% | $101,275+41.2% | $158,982-10.0% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 23.84% | 56.16%-32.3pp | 46.48%-22.6pp | 302.99%-279.2pp |
| Employer contribution / active EE | $2,985 | $4,176-28.5% | $3,660-18.5% | $4,763-37.3% |
| Participant deferral / active EE | $4,338 | $4,958-12.5% | $4,371-0.7% | $5,983-27.5% |
| Admin fee / account holder | $160 | $7,249-97.8% | $5,948-97.3% | $11,252-98.6% |