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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 | $194,317 | $160,028+21.4% | $147,080+32.1% | $145,884+33.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.91% | 98.60%-86.7pp | 420.17%-408.3pp | 551.85%-539.9pp |
| Employer contribution / active EE | $3,356 | $5,286-36.5% | $4,933-32.0% | $4,662-28.0% |
| Participant deferral / active EE | $22,570 | $8,422+168.0% | $8,066+179.8% | $6,690+237.4% |
| Admin fee / account holder | $125 | $15,030-99.2% | $12,989-99.0% | $13,392-99.1% |