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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 | $190,715 | $160,070+19.1% | $147,117+29.6% | $145,897+30.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 11.97% | 98.69%-86.7pp | 420.54%-408.6pp | 552.29%-540.3pp |
| Employer contribution / active EE | $8,256 | $5,285+56.2% | $4,932+67.4% | $4,663+77.1% |
| Participant deferral / active EE | $10,009 | $8,419+18.9% | $8,065+24.1% | $6,689+49.6% |
| Admin fee / account holder | $82 | $15,035-99.5% | $12,993-99.4% | $13,390-99.4% |