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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 | $134,354 | $111,535+20.5% | $105,223+27.7% | $137,256-2.1% |
| Participation rate | 81.3% | 78.1%+3.2pp | 75.0%+6.2pp | 80.0%+1.3pp |
| Annual return | 18.24% | 237.85%-219.6pp | 180.65%-162.4pp | 220.34%-202.1pp |
| Employer contribution / active EE | $5,227 | $3,939+32.7% | $3,689+41.7% | $4,156+25.8% |
| Participant deferral / active EE | $11,747 | $5,500+113.6% | $5,072+131.6% | $6,407+83.3% |
| Admin fee / account holder | $22 | $9,721-99.8% | $8,859-99.8% | $12,270-99.8% |