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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 | $149,155 | $99,652+49.7% | $78,778+89.3% | $147,586+1.1% |
| Participation rate | 93.3% | 76.2%+17.1pp | 69.2%+24.1pp | 82.8%+10.5pp |
| Annual return | 11.26% | 47.28%-36.0pp | 35.62%-24.4pp | 578.59%-567.3pp |
| Employer contribution / active EE | $2,656 | $2,796-5.0% | $1,986+33.8% | $4,876-45.5% |
| Participant deferral / active EE | $5,171 | $3,664+41.1% | $2,958+74.8% | $5,439-4.9% |
| Admin fee / account holder | $9 | $7,155-99.9% | $5,134-99.8% | $10,886-99.9% |