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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 | $163,914 | $160,040+2.4% | $147,096+11.4% | $145,877+12.4% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 11.42% | 98.49%-87.1pp | 419.75%-408.3pp | 551.28%-539.9pp |
| Employer contribution / active EE | $2,703 | $5,289-48.9% | $4,936-45.2% | $4,663-42.0% |
| Participant deferral / active EE | $9,752 | $8,429+15.7% | $8,071+20.8% | $6,691+45.8% |
| Admin fee / account holder | $57 | $15,050-99.6% | $13,005-99.6% | $13,402-99.6% |