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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 | $114,164 | $65,575+74.1% | $86,209+32.4% | $75,181+51.9% |
| Participation rate | 77.5% | 60.5%+17.0pp | 69.0%+8.5pp | 67.2%+10.3pp |
| Annual return | 22.49% | 46.07%-23.6pp | 1169.05%-1146.6pp | 160.69%-138.2pp |
| Employer contribution / active EE | $1,805 | $1,553+16.2% | $2,381-24.2% | $2,671-32.4% |
| Participant deferral / active EE | $5,660 | $3,023+87.2% | $3,986+42.0% | $4,126+37.2% |
| Admin fee / account holder | $149 | $5,470-97.3% | $6,853-97.8% | $5,650-97.4% |