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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 | $157,192 | $132,634+18.5% | $115,768+35.8% | $137,256+14.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 10.86% | 160.70%-149.8pp | 100.46%-89.6pp | 220.34%-209.5pp |
| Employer contribution / active EE | $2,468 | $3,360-26.5% | $2,940-16.0% | $4,156-40.6% |
| Participant deferral / active EE | $2,696 | $5,619-52.0% | $4,917-45.2% | $6,407-57.9% |
| Admin fee / account holder | $174 | $15,028-98.8% | $12,439-98.6% | $12,270-98.6% |