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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 | $180,938 | $160,028+13.1% | $147,080+23.0% | $145,884+24.0% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.3pp | 80.3%-3.4pp |
| Annual return | 14.63% | 98.60%-84.0pp | 420.17%-405.5pp | 551.85%-537.2pp |
| Employer contribution / active EE | $5,002 | $5,286-5.4% | $4,933+1.4% | $4,662+7.3% |
| Participant deferral / active EE | $13,279 | $8,422+57.7% | $8,066+64.6% | $6,690+98.5% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |