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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 | $148,443 | $109,904+35.1% | $97,167+52.8% | $145,959+1.7% |
| Participation rate | 91.7% | 75.9%+15.7pp | 72.7%+19.0pp | 80.3%+11.4pp |
| Annual return | 10.81% | 243.43%-232.6pp | 75.27%-64.5pp | 561.95%-551.1pp |
| Employer contribution / active EE | $2,089 | $3,084-32.3% | $2,729-23.5% | $4,661-55.2% |
| Participant deferral / active EE | $5,174 | $4,676+10.6% | $4,264+21.3% | $6,689-22.6% |
| Admin fee / account holder | $9 | $6,216-99.8% | $5,650-99.8% | $13,398-99.9% |