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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 | $151,443 | $134,817+12.3% | $123,973+22.2% | $155,188-2.4% |
| Participation rate | 70.0% | 79.4%-9.4pp | 76.7%-6.7pp | 80.8%-10.8pp |
| Annual return | 18.87% | 515.49%-496.6pp | 388.13%-369.3pp | 148.84%-130.0pp |
| Employer contribution / active EE | $2,440 | $4,425-44.9% | $4,126-40.9% | $4,248-42.6% |
| Participant deferral / active EE | $10,299 | $5,706+80.5% | $5,247+96.3% | $6,531+57.7% |
| Admin fee / account holder | $20 | $13,245-99.8% | $11,799-99.8% | $14,480-99.9% |