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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 | $141,826 | $160,040-11.4% | $147,096-3.6% | $145,877-2.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 10.02% | 98.49%-88.5pp | 419.75%-409.7pp | 551.28%-541.3pp |
| Employer contribution / active EE | $5,322 | $5,289+0.6% | $4,936+7.8% | $4,663+14.1% |
| Participant deferral / active EE | $8,945 | $8,429+6.1% | $8,071+10.8% | $6,691+33.7% |
| Admin fee / account holder | $180 | $15,050-98.8% | $13,005-98.6% | $13,402-98.7% |