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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 | $150,440 | $148,623+1.2% | $135,974+10.6% | $139,466+7.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.54% | 79.30%-65.8pp | 68.30%-54.8pp | 373.66%-360.1pp |
| Employer contribution / active EE | $16,043 | $5,246+205.8% | $4,859+230.2% | $4,754+237.5% |
| Participant deferral / active EE | $9,975 | $8,103+23.1% | $7,760+28.5% | $6,712+48.6% |
| Admin fee / account holder | $91 | $12,406-99.3% | $10,767-99.2% | $11,409-99.2% |