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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 | $164,738 | $160,070+2.9% | $147,117+12.0% | $145,897+12.9% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 19.32% | 98.69%-79.4pp | 420.54%-401.2pp | 552.29%-533.0pp |
| Employer contribution / active EE | $2,228 | $5,285-57.8% | $4,932-54.8% | $4,663-52.2% |
| Participant deferral / active EE | $5,838 | $8,419-30.7% | $8,065-27.6% | $6,689-12.7% |
| Admin fee / account holder | $11 | $15,035-99.9% | $12,993-99.9% | $13,390-99.9% |