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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 | $109,967+35.0% | $97,197+52.7% | $145,877+1.8% |
| Participation rate | 91.7% | 76.0%+15.7pp | 72.7%+19.0pp | 80.3%+11.4pp |
| Annual return | 10.81% | 244.27%-233.5pp | 75.47%-64.7pp | 551.28%-540.5pp |
| Employer contribution / active EE | $2,089 | $3,077-32.1% | $2,723-23.3% | $4,663-55.2% |
| Participant deferral / active EE | $5,174 | $4,676+10.6% | $4,263+21.4% | $6,691-22.7% |
| Admin fee / account holder | $9 | $6,199-99.8% | $5,637-99.8% | $13,402-99.9% |