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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 | $147,660 | $159,978-7.7% | $147,041+0.4% | $145,978+1.2% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 63.10% | 98.36%-35.3pp | 419.21%-356.1pp | 550.52%-487.4pp |
| Employer contribution / active EE | $1,946 | $5,288-63.2% | $4,935-60.6% | $4,662-58.3% |
| Participant deferral / active EE | $17,392 | $8,429+106.3% | $8,071+115.5% | $6,690+160.0% |
| Admin fee / account holder | $47 | $15,053-99.7% | $13,006-99.6% | $13,400-99.6% |