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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 | $71,338 | $65,566+8.8% | $86,200-17.2% | $75,173-5.1% |
| Participation rate | 82.8% | 60.5%+22.3pp | 69.0%+13.8pp | 67.2%+15.6pp |
| Annual return | 18.35% | 46.06%-27.7pp | 1168.58%-1150.2pp | 160.65%-142.3pp |
| Employer contribution / active EE | $2,844 | $1,553+83.2% | $2,381+19.5% | $2,670+6.5% |
| Participant deferral / active EE | $4,271 | $3,024+41.2% | $3,986+7.2% | $4,126+3.5% |
| Admin fee / account holder | $28 | $5,475-99.5% | $6,853-99.6% | $5,651-99.5% |