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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 | $151,652 | $108,911+39.2% | $100,392+51.1% | $145,884+4.0% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 19.93% | 58.23%-38.3pp | 49.45%-29.5pp | 551.85%-531.9pp |
| Employer contribution / active EE | $3,872 | $4,420-12.4% | $3,941-1.8% | $4,662-17.0% |
| Participant deferral / active EE | $10,520 | $8,459+24.4% | $8,090+30.0% | $6,690+57.3% |
| Admin fee / account holder | $290 | $9,698-97.0% | $7,904-96.3% | $13,392-97.8% |