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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 | $167,337 | $171,492-2.4% | $150,734+11.0% | $198,609-15.7% |
| Participation rate | 75.0% | 81.4%-6.4pp | 78.4%-3.4pp | 82.4%-7.4pp |
| Annual return | 16.92% | 804.70%-787.8pp | 600.81%-583.9pp | 202.70%-185.8pp |
| Employer contribution / active EE | $1,830 | $5,470-66.5% | $4,918-62.8% | $5,055-63.8% |
| Participant deferral / active EE | $8,655 | $6,259+38.3% | $5,610+54.3% | $6,977+24.1% |
| Admin fee / account holder | $30 | $17,628-99.8% | $14,905-99.8% | $19,030-99.8% |