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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 | $159,978-5.0% | $147,041+3.3% | $145,978+4.1% |
| Participation rate | 76.5% | 84.0%-7.5pp | 82.2%-5.7pp | 80.3%-3.8pp |
| Annual return | 16.50% | 98.36%-81.9pp | 419.21%-402.7pp | 550.52%-534.0pp |
| Employer contribution / active EE | $15,080 | $5,288+185.2% | $4,935+205.6% | $4,662+223.5% |
| Participant deferral / active EE | $8,526 | $8,429+1.2% | $8,071+5.6% | $6,690+27.5% |
| Admin fee / account holder | $232 | $15,053-98.5% | $13,006-98.2% | $13,400-98.3% |