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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 | $183,215 | $160,028+14.5% | $147,080+24.6% | $145,884+25.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 20.79% | 98.60%-77.8pp | 420.17%-399.4pp | 551.85%-531.1pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $13,375 | $8,422+58.8% | $8,066+65.8% | $6,690+99.9% |
| Admin fee / account holder | $272 | $15,030-98.2% | $12,989-97.9% | $13,392-98.0% |