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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 | $178,129 | $166,131+7.2% | $164,975+8.0% | $145,877+22.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.56% | 100.37%-88.8pp | 70.12%-58.6pp | 551.28%-539.7pp |
| Employer contribution / active EE | $5,280 | $5,276+0.1% | $4,343+21.6% | $4,663+13.2% |
| Participant deferral / active EE | $11,703 | $6,962+68.1% | $6,033+94.0% | $6,691+74.9% |
| Admin fee / account holder | $30 | $16,648-99.8% | $12,688-99.8% | $13,402-99.8% |