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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 | $183,792 | $160,028+14.8% | $147,080+25.0% | $145,884+26.0% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 25.86% | 98.60%-72.7pp | 420.17%-394.3pp | 551.85%-526.0pp |
| Employer contribution / active EE | $4,224 | $5,286-20.1% | $4,933-14.4% | $4,662-9.4% |
| Participant deferral / active EE | $10,207 | $8,422+21.2% | $8,066+26.5% | $6,690+52.6% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |