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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 | $151,905 | $160,040-5.1% | $147,096+3.3% | $145,877+4.1% |
| Participation rate | 76.5% | 84.0%-7.6pp | 82.2%-5.7pp | 80.3%-3.8pp |
| Annual return | 16.50% | 98.49%-82.0pp | 419.75%-403.2pp | 551.28%-534.8pp |
| Employer contribution / active EE | $15,080 | $5,289+185.1% | $4,936+205.5% | $4,663+223.4% |
| Participant deferral / active EE | $8,526 | $8,429+1.2% | $8,071+5.6% | $6,691+27.4% |
| Admin fee / account holder | $232 | $15,050-98.5% | $13,005-98.2% | $13,402-98.3% |