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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 | $111,535+35.8% | $105,223+43.9% | $137,256+10.3% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.0%-5.0pp | 80.0%-10.0pp |
| Annual return | 18.87% | 237.85%-219.0pp | 180.65%-161.8pp | 220.34%-201.5pp |
| Employer contribution / active EE | $2,440 | $3,939-38.1% | $3,689-33.8% | $4,156-41.3% |
| Participant deferral / active EE | $10,299 | $5,500+87.3% | $5,072+103.1% | $6,407+60.7% |
| Admin fee / account holder | $20 | $9,721-99.8% | $8,859-99.8% | $12,270-99.8% |