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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 | $166,586 | $150,197+10.9% | $120,368+38.4% | $145,959+14.1% |
| Participation rate | 80.0% | 78.8%+1.2pp | 71.9%+8.1pp | 80.3%-0.3pp |
| Annual return | 15.60% | 154.26%-138.7pp | 107.26%-91.7pp | 561.95%-546.4pp |
| Employer contribution / active EE | $1,905 | $4,350-56.2% | $3,465-45.0% | $4,661-59.1% |
| Participant deferral / active EE | $4,016 | $6,174-35.0% | $4,991-19.5% | $6,689-40.0% |
| Admin fee / account holder | $286 | $12,216-97.7% | $9,429-97.0% | $13,398-97.9% |