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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 | $160,040-1.3% | $147,096+7.4% | $145,877+8.3% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 17.47% | 98.49%-81.0pp | 419.75%-402.3pp | 551.28%-533.8pp |
| Employer contribution / active EE | $3,168 | $5,289-40.1% | $4,936-35.8% | $4,663-32.1% |
| Participant deferral / active EE | $7,722 | $8,429-8.4% | $8,071-4.3% | $6,691+15.4% |
| Admin fee / account holder | $8 | $15,050-99.9% | $13,005-99.9% | $13,402-99.9% |