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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 | $110,093+34.8% | $97,295+52.6% | $145,897+1.7% |
| Participation rate | 91.7% | 75.9%+15.8pp | 72.7%+19.0pp | 80.3%+11.4pp |
| Annual return | 10.81% | 244.76%-233.9pp | 75.62%-64.8pp | 552.29%-541.5pp |
| Employer contribution / active EE | $2,089 | $3,077-32.1% | $2,723-23.3% | $4,663-55.2% |
| Participant deferral / active EE | $5,174 | $4,678+10.6% | $4,264+21.3% | $6,689-22.7% |
| Admin fee / account holder | $9 | $6,212-99.8% | $5,646-99.8% | $13,390-99.9% |