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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 | $142,071 | $160,040-11.2% | $147,096-3.4% | $145,877-2.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 13.68% | 98.49%-84.8pp | 419.75%-406.1pp | 551.28%-537.6pp |
| Employer contribution / active EE | $6,998 | $5,289+32.3% | $4,936+41.8% | $4,663+50.1% |
| Participant deferral / active EE | $9,242 | $8,429+9.6% | $8,071+14.5% | $6,691+38.1% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |