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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 | $204,623 | $175,259+16.8% | $149,723+36.7% | $139,487+46.7% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 13.76% | 166.82%-153.1pp | 134.50%-120.7pp | 373.84%-360.1pp |
| Employer contribution / active EE | $2,010 | $5,478-63.3% | $4,821-58.3% | $4,755-57.7% |
| Participant deferral / active EE | $9,528 | $6,522+46.1% | $5,682+67.7% | $6,713+41.9% |
| Admin fee / account holder | $128 | $16,158-99.2% | $13,215-99.0% | $11,407-98.9% |