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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 | $213,588 | $160,040+33.5% | $147,096+45.2% | $145,877+46.4% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 17.90% | 98.49%-80.6pp | 419.75%-401.8pp | 551.28%-533.4pp |
| Employer contribution / active EE | $15,091 | $5,289+185.3% | $4,936+205.7% | $4,663+223.6% |
| Participant deferral / active EE | $14,000 | $8,429+66.1% | $8,071+73.5% | $6,691+109.2% |
| Admin fee / account holder | $129 | $15,050-99.1% | $13,005-99.0% | $13,402-99.0% |