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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 | $179,214 | $102,696+74.5% | $86,235+107.8% | $139,487+28.5% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.0%+16.8pp | 80.3%+5.4pp |
| Annual return | 15.08% | 1925.91%-1910.8pp | 1170.03%-1154.9pp | 373.84%-358.8pp |
| Employer contribution / active EE | $1,315 | $3,034-56.7% | $2,381-44.8% | $4,755-72.3% |
| Participant deferral / active EE | $6,929 | $4,679+48.1% | $3,987+73.8% | $6,713+3.2% |
| Admin fee / account holder | $222 | $8,667-97.4% | $6,856-96.8% | $11,407-98.1% |