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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 | $114,119+32.7% | $107,187+41.3% | $138,895+9.0% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.0%-5.0pp | 79.9%-9.9pp |
| Annual return | 18.87% | 273.21%-254.3pp | 204.55%-185.7pp | 145.39%-126.5pp |
| Employer contribution / active EE | $2,440 | $4,059-39.9% | $3,782-35.5% | $4,194-41.8% |
| Participant deferral / active EE | $10,299 | $5,538+86.0% | $5,096+102.1% | $6,396+61.0% |
| Admin fee / account holder | $20 | $10,024-99.8% | $9,162-99.8% | $12,562-99.8% |