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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 | $160,028+23.9% | $147,080+34.8% | $145,884+35.9% |
| Participation rate | 86.4% | 84.0%+2.3pp | 82.2%+4.2pp | 80.3%+6.1pp |
| Annual return | 22.27% | 98.60%-76.3pp | 420.17%-397.9pp | 551.85%-529.6pp |
| Employer contribution / active EE | $15,348 | $5,286+190.4% | $4,933+211.1% | $4,662+229.2% |
| Participant deferral / active EE | $6,058 | $8,422-28.1% | $8,066-24.9% | $6,690-9.4% |
| Admin fee / account holder | $232 | $15,030-98.5% | $12,989-98.2% | $13,392-98.3% |