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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 | $124,350 | $109,411+13.7% | $89,435+39.0% | $158,982-21.8% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 21.17% | 345.68%-324.5pp | 245.55%-224.4pp | 302.99%-281.8pp |
| Employer contribution / active EE | $1,212 | $3,173-61.8% | $2,587-53.1% | $4,763-74.5% |
| Participant deferral / active EE | $3,468 | $4,600-24.6% | $3,890-10.9% | $5,983-42.0% |
| Admin fee / account holder | $143 | $6,159-97.7% | $4,884-97.1% | $11,252-98.7% |