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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 | $186,032 | $160,070+16.2% | $147,117+26.5% | $145,897+27.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 17.56% | 98.69%-81.1pp | 420.54%-403.0pp | 552.29%-534.7pp |
| Employer contribution / active EE | $10,129 | $5,285+91.7% | $4,932+105.3% | $4,663+117.2% |
| Participant deferral / active EE | $11,634 | $8,419+38.2% | $8,065+44.3% | $6,689+73.9% |
| Admin fee / account holder | $180 | $15,035-98.8% | $12,993-98.6% | $13,390-98.7% |