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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 | $122,215 | $160,040-23.6% | $147,096-16.9% | $145,877-16.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 21.17% | 98.49%-77.3pp | 419.75%-398.6pp | 551.28%-530.1pp |
| Employer contribution / active EE | $5,957 | $5,289+12.6% | $4,936+20.7% | $4,663+27.8% |
| Participant deferral / active EE | $17,917 | $8,429+112.6% | $8,071+122.0% | $6,691+167.8% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |