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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 | $234,697 | $110,093+113.2% | $97,295+141.2% | $145,897+60.9% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 17.29% | 244.76%-227.5pp | 75.62%-58.3pp | 552.29%-535.0pp |
| Employer contribution / active EE | $2,642 | $3,077-14.1% | $2,723-3.0% | $4,663-43.3% |
| Participant deferral / active EE | $5,864 | $4,678+25.4% | $4,264+37.5% | $6,689-12.3% |
| Admin fee / account holder | $0 | $6,212-100.0% | $5,646-100.0% | $13,390-100.0% |