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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 | $198,315 | $160,040+23.9% | $147,096+34.8% | $145,877+35.9% |
| Participation rate | 86.4% | 84.0%+2.3pp | 82.2%+4.2pp | 80.3%+6.1pp |
| Annual return | 22.27% | 98.49%-76.2pp | 419.75%-397.5pp | 551.28%-529.0pp |
| Employer contribution / active EE | $15,348 | $5,289+190.2% | $4,936+211.0% | $4,663+229.2% |
| Participant deferral / active EE | $6,058 | $8,429-28.1% | $8,071-24.9% | $6,691-9.5% |
| Admin fee / account holder | $232 | $15,050-98.5% | $13,005-98.2% | $13,402-98.3% |