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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 | $160,040+19.2% | $147,096+29.7% | $145,877+30.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 11.97% | 98.49%-86.5pp | 419.75%-407.8pp | 551.28%-539.3pp |
| Employer contribution / active EE | $8,256 | $5,289+56.1% | $4,936+67.3% | $4,663+77.1% |
| Participant deferral / active EE | $10,009 | $8,429+18.8% | $8,071+24.0% | $6,691+49.6% |
| Admin fee / account holder | $82 | $15,050-99.5% | $13,005-99.4% | $13,402-99.4% |