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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 | $164,962 | $138,075+19.5% | $123,552+33.5% | $135,379+21.9% |
| Participation rate | 93.8% | 84.7%+9.0pp | 82.3%+11.5pp | 82.6%+11.1pp |
| Annual return | 12.02% | 153.70%-141.7pp | 119.20%-107.2pp | 519.79%-507.8pp |
| Employer contribution / active EE | $2,496 | $5,152-51.6% | $4,628-46.1% | $4,779-47.8% |
| Participant deferral / active EE | $6,257 | $6,800-8.0% | $6,426-2.6% | $5,609+11.6% |
| Admin fee / account holder | $45 | $10,917-99.6% | $9,285-99.5% | $10,828-99.6% |