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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 | $162,381 | $148,629+9.3% | $135,982+19.4% | $139,487+16.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.04% | 79.33%-62.3pp | 68.32%-51.3pp | 373.84%-356.8pp |
| Employer contribution / active EE | $2,280 | $5,247-56.5% | $4,859-53.1% | $4,755-52.1% |
| Participant deferral / active EE | $11,148 | $8,102+37.6% | $7,760+43.7% | $6,713+66.1% |
| Admin fee / account holder | $20 | $12,406-99.8% | $10,767-99.8% | $11,407-99.8% |