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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 | $212,082 | $217,432-2.5% | $185,849+14.1% | $167,536+26.6% |
| Participation rate | 75.0% | 86.1%-11.1pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 9.12% | 148.42%-139.3pp | 122.10%-113.0pp | 478.82%-469.7pp |
| Employer contribution / active EE | $2,642 | $5,875-55.0% | $5,169-48.9% | $4,839-45.4% |
| Participant deferral / active EE | $10,641 | $6,357+67.4% | $5,569+91.1% | $6,342+67.8% |
| Admin fee / account holder | $195 | $19,818-99.0% | $16,244-98.8% | $12,315-98.4% |