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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 | $248,606 | $175,231+41.9% | $149,696+66.1% | $139,466+78.3% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 15.09% | 166.77%-151.7pp | 134.46%-119.4pp | 373.66%-358.6pp |
| Employer contribution / active EE | $2,049 | $5,478-62.6% | $4,821-57.5% | $4,754-56.9% |
| Participant deferral / active EE | $15,315 | $6,521+134.8% | $5,682+169.5% | $6,712+128.2% |
| Admin fee / account holder | $136 | $16,155-99.2% | $13,212-99.0% | $11,409-98.8% |