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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 | $162,418 | $160,040+1.5% | $147,096+10.4% | $145,877+11.3% |
| 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 | $3,421 | $5,289-35.3% | $4,936-30.7% | $4,663-26.6% |
| Participant deferral / active EE | $13,707 | $8,429+62.6% | $8,071+69.8% | $6,691+104.9% |
| Admin fee / account holder | $62 | $15,050-99.6% | $13,005-99.5% | $13,402-99.5% |