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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 | $84,702 | $72,071+17.5% | $68,368+23.9% | $137,256-38.3% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.0%+10.0pp |
| Annual return | 20.39% | 353.14%-332.8pp | 292.57%-272.2pp | 220.34%-200.0pp |
| Employer contribution / active EE | $2,112 | $2,788-24.3% | $2,649-20.3% | $4,156-49.2% |
| Participant deferral / active EE | $5,264 | $4,410+19.4% | $4,123+27.7% | $6,407-17.8% |
| Admin fee / account holder | $173 | $5,336-96.8% | $5,150-96.6% | $12,270-98.6% |