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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 | $164,691 | $111,830+47.3% | $93,696+75.8% | $145,884+12.9% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 11.42% | 204.08%-192.7pp | 133.74%-122.3pp | 551.85%-540.4pp |
| Employer contribution / active EE | $9,179 | $3,093+196.8% | $2,422+279.0% | $4,662+96.9% |
| Participant deferral / active EE | $8,159 | $4,920+65.8% | $4,417+84.7% | $6,690+22.0% |
| Admin fee / account holder | $84 | $10,249-99.2% | $8,287-99.0% | $13,392-99.4% |