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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 | $182,388 | $166,242+9.7% | $165,071+10.5% | $145,884+25.0% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 8.78% | 100.44%-91.7pp | 70.17%-61.4pp | 551.85%-543.1pp |
| Employer contribution / active EE | $1,435 | $5,283-72.8% | $4,347-67.0% | $4,662-69.2% |
| Participant deferral / active EE | $5,146 | $6,964-26.1% | $6,035-14.7% | $6,690-23.1% |
| Admin fee / account holder | $21 | $16,658-99.9% | $12,695-99.8% | $13,392-99.8% |