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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 | $123,713 | $110,093+12.4% | $97,295+27.2% | $145,897-15.2% |
| Participation rate | 88.9% | 75.9%+13.0pp | 72.7%+16.2pp | 80.3%+8.6pp |
| Annual return | 10.95% | 244.76%-233.8pp | 75.62%-64.7pp | 552.29%-541.3pp |
| Employer contribution / active EE | $13,799 | $3,077+348.4% | $2,723+406.8% | $4,663+195.9% |
| Participant deferral / active EE | $16,058 | $4,678+243.3% | $4,264+276.6% | $6,689+140.1% |
| Admin fee / account holder | $251 | $6,212-96.0% | $5,646-95.6% | $13,390-98.1% |