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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 | $223,186 | $107,353+107.9% | $92,903+140.2% | $152,885+46.0% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.5%+3.3pp |
| Annual return | 17.80% | 145.62%-127.8pp | 109.43%-91.6pp | 345.39%-327.6pp |
| Employer contribution / active EE | $1,268 | $4,222-70.0% | $3,653-65.3% | $4,763-73.4% |
| Participant deferral / active EE | $6,507 | $4,848+34.2% | $4,238+53.6% | $5,851+11.2% |
| Admin fee / account holder | $169 | $7,081-97.6% | $5,795-97.1% | $11,598-98.5% |