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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 | $246,913 | $160,028+54.3% | $147,080+67.9% | $145,884+69.3% |
| Participation rate | 73.3% | 84.0%-10.7pp | 82.2%-8.8pp | 80.3%-7.0pp |
| Annual return | 13.48% | 98.60%-85.1pp | 420.17%-406.7pp | 551.85%-538.4pp |
| Employer contribution / active EE | $2,928 | $5,286-44.6% | $4,933-40.7% | $4,662-37.2% |
| Participant deferral / active EE | $10,444 | $8,422+24.0% | $8,066+29.5% | $6,690+56.1% |
| Admin fee / account holder | $62 | $15,030-99.6% | $12,989-99.5% | $13,392-99.5% |