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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 | $156,105 | $160,040-2.5% | $147,096+6.1% | $145,877+7.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 15.76% | 98.49%-82.7pp | 419.75%-404.0pp | 551.28%-535.5pp |
| Employer contribution / active EE | $18,150 | $5,289+243.1% | $4,936+267.7% | $4,663+289.2% |
| Participant deferral / active EE | $6,545 | $8,429-22.3% | $8,071-18.9% | $6,691-2.2% |
| Admin fee / account holder | $45 | $15,050-99.7% | $13,005-99.7% | $13,402-99.7% |