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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 | $152,740 | $102,422+49.1% | $147,117+3.8% | $80,959+88.7% |
| Participation rate | 86.7% | 75.9%+10.8pp | 82.2%+4.5pp | 67.7%+19.0pp |
| Annual return | 17.07% | 135.16%-118.1pp | 420.54%-403.5pp | 35.67%-18.6pp |
| Employer contribution / active EE | $2,696 | $3,717-27.5% | $4,932-45.3% | $2,757-2.2% |
| Participant deferral / active EE | $12,407 | $6,652+86.5% | $8,065+53.9% | $4,300+188.5% |
| Admin fee / account holder | $252 | $7,953-96.8% | $12,993-98.1% | $6,925-96.4% |