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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 | $205,072 | $107,353+91.0% | $92,903+120.7% | $152,885+34.1% |
| Participation rate | 92.3% | 79.8%+12.5pp | 76.0%+16.3pp | 82.5%+9.9pp |
| Annual return | 23.32% | 145.62%-122.3pp | 109.43%-86.1pp | 345.39%-322.1pp |
| Employer contribution / active EE | $2,439 | $4,222-42.2% | $3,653-33.2% | $4,763-48.8% |
| Participant deferral / active EE | $10,297 | $4,848+112.4% | $4,238+143.0% | $5,851+76.0% |
| Admin fee / account holder | $8 | $7,081-99.9% | $5,795-99.9% | $11,598-99.9% |