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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 | $245,280 | $126,519+93.9% | $106,201+131.0% | $145,959+68.0% |
| Participation rate | 87.5% | 77.7%+9.8pp | 75.3%+12.2pp | 80.3%+7.2pp |
| Annual return | 11.39% | 225.10%-213.7pp | 116.26%-104.9pp | 561.95%-550.6pp |
| Employer contribution / active EE | $2,394 | $3,726-35.7% | $3,170-24.5% | $4,661-48.6% |
| Participant deferral / active EE | $11,498 | $5,716+101.2% | $5,012+129.4% | $6,689+71.9% |
| Admin fee / account holder | $150 | $17,312-99.1% | $11,039-98.6% | $13,398-98.9% |