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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 | $158,092 | $175,231-9.8% | $149,696+5.6% | $139,466+13.4% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 16.84% | 166.77%-149.9pp | 134.46%-117.6pp | 373.66%-356.8pp |
| Employer contribution / active EE | $4,327 | $5,478-21.0% | $4,821-10.2% | $4,754-9.0% |
| Participant deferral / active EE | $11,492 | $6,521+76.2% | $5,682+102.2% | $6,712+71.2% |
| Admin fee / account holder | $293 | $16,155-98.2% | $13,212-97.8% | $11,409-97.4% |