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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 | $142,578 | $112,131+27.2% | $95,964+48.6% | $158,982-10.3% |
| Participation rate | 78.6% | 79.0%-0.4pp | 77.1%+1.5pp | 82.0%-3.4pp |
| Annual return | 16.70% | 171.19%-154.5pp | 91.64%-74.9pp | 302.99%-286.3pp |
| Employer contribution / active EE | $2,220 | $3,199-30.6% | $2,541-12.7% | $4,763-53.4% |
| Participant deferral / active EE | $4,779 | $4,784-0.1% | $4,167+14.7% | $5,983-20.1% |
| Admin fee / account holder | $2 | $10,136-100.0% | $6,797-100.0% | $11,252-100.0% |