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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 | $150,621 | $160,028-5.9% | $147,080+2.4% | $145,884+3.2% |
| Participation rate | 86.7% | 84.0%+2.6pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 12.31% | 98.60%-86.3pp | 420.17%-407.9pp | 551.85%-539.5pp |
| Employer contribution / active EE | $1,856 | $5,286-64.9% | $4,933-62.4% | $4,662-60.2% |
| Participant deferral / active EE | $8,041 | $8,422-4.5% | $8,066-0.3% | $6,690+20.2% |
| Admin fee / account holder | $30 | $15,030-99.8% | $12,989-99.8% | $13,392-99.8% |