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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 | $151,263 | $176,105-14.1% | $159,474-5.1% | $167,536-9.7% |
| Participation rate | 93.8% | 85.0%+8.8pp | 82.8%+10.9pp | 82.1%+11.6pp |
| Annual return | 11.95% | 331.91%-320.0pp | 263.68%-251.7pp | 478.82%-466.9pp |
| Employer contribution / active EE | $2,386 | $5,299-55.0% | $4,831-50.6% | $4,839-50.7% |
| Participant deferral / active EE | $12,426 | $7,751+60.3% | $7,353+69.0% | $6,342+95.9% |
| Admin fee / account holder | $130 | $12,559-99.0% | $10,802-98.8% | $12,315-98.9% |