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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 | $157,948 | $160,070-1.3% | $147,117+7.4% | $145,897+8.3% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 17.47% | 98.69%-81.2pp | 420.54%-403.1pp | 552.29%-534.8pp |
| Employer contribution / active EE | $3,168 | $5,285-40.0% | $4,932-35.8% | $4,663-32.0% |
| Participant deferral / active EE | $7,722 | $8,419-8.3% | $8,065-4.2% | $6,689+15.4% |
| Admin fee / account holder | $8 | $15,035-99.9% | $12,993-99.9% | $13,390-99.9% |