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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 | $147,712 | $148,629-0.6% | $135,982+8.6% | $139,487+5.9% |
| Participation rate | 86.7% | 83.9%+2.8pp | 81.9%+4.7pp | 80.3%+6.3pp |
| Annual return | 13.64% | 79.33%-65.7pp | 68.32%-54.7pp | 373.84%-360.2pp |
| Employer contribution / active EE | $2,161 | $5,247-58.8% | $4,859-55.5% | $4,755-54.5% |
| Participant deferral / active EE | $7,646 | $8,102-5.6% | $7,760-1.5% | $6,713+13.9% |
| Admin fee / account holder | $126 | $12,406-99.0% | $10,767-98.8% | $11,407-98.9% |