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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 | $132,053 | $121,701+8.5% | $104,639+26.2% | $158,982-16.9% |
| Participation rate | 80.0% | 77.5%+2.5pp | 74.1%+5.9pp | 82.0%-2.0pp |
| Annual return | 21.44% | 465.72%-444.3pp | 340.67%-319.2pp | 302.99%-281.5pp |
| Employer contribution / active EE | $1,252 | $3,165-60.4% | $2,682-53.3% | $4,763-73.7% |
| Participant deferral / active EE | $9,127 | $4,176+118.6% | $3,738+144.2% | $5,983+52.5% |
| Admin fee / account holder | $20 | $7,778-99.7% | $6,465-99.7% | $11,252-99.8% |