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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 | $126,892 | $100,073+26.8% | $85,126+49.1% | $145,877-13.0% |
| Participation rate | 81.8% | 74.1%+7.7pp | 67.5%+14.3pp | 80.3%+1.5pp |
| Annual return | 14.90% | 84.11%-69.2pp | 66.63%-51.7pp | 551.28%-536.4pp |
| Employer contribution / active EE | $3,533 | $3,236+9.2% | $2,731+29.4% | $4,663-24.2% |
| Participant deferral / active EE | $6,551 | $5,294+23.7% | $4,523+44.8% | $6,691-2.1% |
| Admin fee / account holder | $7 | $7,261-99.9% | $6,160-99.9% | $13,402-99.9% |