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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 | $169,821 | $160,040+6.1% | $147,096+15.4% | $145,877+16.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.35% | 98.49%-76.1pp | 419.75%-397.4pp | 551.28%-528.9pp |
| Employer contribution / active EE | $1,452 | $5,289-72.5% | $4,936-70.6% | $4,663-68.9% |
| Participant deferral / active EE | $13,866 | $8,429+64.5% | $8,071+71.8% | $6,691+107.2% |
| Admin fee / account holder | $208 | $15,050-98.6% | $13,005-98.4% | $13,402-98.5% |