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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 | $160,070+33.4% | $147,117+45.2% | $145,897+46.4% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 17.90% | 98.69%-80.8pp | 420.54%-402.6pp | 552.29%-534.4pp |
| Employer contribution / active EE | $15,091 | $5,285+185.6% | $4,932+206.0% | $4,663+223.7% |
| Participant deferral / active EE | $14,000 | $8,419+66.3% | $8,065+73.6% | $6,689+109.3% |
| Admin fee / account holder | $129 | $15,035-99.1% | $12,993-99.0% | $13,390-99.0% |