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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 | $150,207+10.9% | $120,380+38.4% | $145,978+14.1% |
| Participation rate | 80.0% | 78.8%+1.2pp | 71.9%+8.1pp | 80.3%-0.3pp |
| Annual return | 15.60% | 154.28%-138.7pp | 107.28%-91.7pp | 550.52%-534.9pp |
| Employer contribution / active EE | $1,905 | $4,351-56.2% | $3,465-45.0% | $4,662-59.1% |
| Participant deferral / active EE | $4,016 | $6,175-35.0% | $4,992-19.6% | $6,690-40.0% |
| Admin fee / account holder | $286 | $12,203-97.7% | $9,421-97.0% | $13,400-97.9% |