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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 | $193,146 | $160,070+20.7% | $147,117+31.3% | $145,897+32.4% |
| Participation rate | 93.8% | 84.0%+9.7pp | 82.2%+11.6pp | 80.3%+13.4pp |
| Annual return | 19.30% | 98.69%-79.4pp | 420.54%-401.2pp | 552.29%-533.0pp |
| Employer contribution / active EE | $4,301 | $5,285-18.6% | $4,932-12.8% | $4,663-7.8% |
| Participant deferral / active EE | $12,419 | $8,419+47.5% | $8,065+54.0% | $6,689+85.7% |
| Admin fee / account holder | $16 | $15,035-99.9% | $12,993-99.9% | $13,390-99.9% |