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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 | $200,225 | $160,040+25.1% | $147,096+36.1% | $145,877+37.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.78% | 98.49%-84.7pp | 419.75%-406.0pp | 551.28%-537.5pp |
| Employer contribution / active EE | $5,339 | $5,289+0.9% | $4,936+8.2% | $4,663+14.5% |
| Participant deferral / active EE | $15,055 | $8,429+78.6% | $8,071+86.5% | $6,691+125.0% |
| Admin fee / account holder | $130 | $15,050-99.1% | $13,005-99.0% | $13,402-99.0% |