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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 | $161,501 | $176,120-8.3% | $159,487+1.3% | $167,553-3.6% |
| Participation rate | 70.0% | 85.0%-15.0pp | 82.8%-12.8pp | 82.1%-12.1pp |
| Annual return | 24.51% | 331.95%-307.4pp | 263.71%-239.2pp | 478.89%-454.4pp |
| Employer contribution / active EE | $2,086 | $5,299-60.6% | $4,831-56.8% | $4,840-56.9% |
| Participant deferral / active EE | $10,317 | $7,752+33.1% | $7,354+40.3% | $6,343+62.7% |
| Admin fee / account holder | $143 | $12,561-98.9% | $10,804-98.7% | $12,316-98.8% |