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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 | $128,369 | $99,079+29.6% | $78,002+64.6% | $273,972-53.1% |
| Participation rate | 85.7% | 78.6%+7.1pp | 75.5%+10.2pp | 83.0%+2.7pp |
| Annual return | 4.58% | 217.93%-213.4pp | 425.99%-421.4pp | 41.46%-36.9pp |
| Employer contribution / active EE | $2,697 | $3,308-18.4% | $2,470+9.2% | $4,869-44.6% |
| Participant deferral / active EE | $5,516 | $4,306+28.1% | $3,497+57.8% | $5,287+4.3% |
| Admin fee / account holder | $247 | $8,954-97.2% | $5,481-95.5% | $10,133-97.6% |