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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 | $138,067 | $109,904+25.6% | $97,167+42.1% | $145,959-5.4% |
| Participation rate | 81.8% | 75.9%+5.9pp | 72.7%+9.1pp | 80.3%+1.5pp |
| Annual return | 14.85% | 243.43%-228.6pp | 75.27%-60.4pp | 561.95%-547.1pp |
| Employer contribution / active EE | $4,346 | $3,084+40.9% | $2,729+59.3% | $4,661-6.8% |
| Participant deferral / active EE | $10,854 | $4,676+132.1% | $4,264+154.6% | $6,689+62.3% |
| Admin fee / account holder | $25 | $6,216-99.6% | $5,650-99.6% | $13,398-99.8% |