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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 | $160,028+2.9% | $147,080+12.0% | $145,884+12.9% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 19.32% | 98.60%-79.3pp | 420.17%-400.8pp | 551.85%-532.5pp |
| Employer contribution / active EE | $2,228 | $5,286-57.8% | $4,933-54.8% | $4,662-52.2% |
| Participant deferral / active EE | $5,838 | $8,422-30.7% | $8,066-27.6% | $6,690-12.7% |
| Admin fee / account holder | $11 | $15,030-99.9% | $12,989-99.9% | $13,392-99.9% |