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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 | $77,591 | $67,823+14.4% | $52,425+48.0% | $137,256-43.5% |
| Participation rate | 71.4% | 63.9%+7.5pp | 55.6%+15.8pp | 80.0%-8.5pp |
| Annual return | 15.40% | 219.11%-203.7pp | 302.12%-286.7pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,192 | $1,163+2.5% | $914+30.4% | $4,156-71.3% |
| Participant deferral / active EE | $5,511 | $2,288+140.9% | $1,790+207.8% | $6,407-14.0% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |