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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 | $249,246 | $175,259+42.2% | $149,723+66.5% | $139,487+78.7% |
| Participation rate | 95.0% | 83.4%+11.6pp | 78.8%+16.2pp | 80.3%+14.7pp |
| Annual return | 17.05% | 166.82%-149.8pp | 134.50%-117.4pp | 373.84%-356.8pp |
| Employer contribution / active EE | $3,374 | $5,478-38.4% | $4,821-30.0% | $4,755-29.0% |
| Participant deferral / active EE | $3,896 | $6,522-40.3% | $5,682-31.4% | $6,713-42.0% |
| Admin fee / account holder | $86 | $16,158-99.5% | $13,215-99.3% | $11,407-99.2% |