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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 | $139,886 | $160,070-12.6% | $147,117-4.9% | $145,897-4.1% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 12.31% | 98.69%-86.4pp | 420.54%-408.2pp | 552.29%-540.0pp |
| Employer contribution / active EE | $5,351 | $5,285+1.3% | $4,932+8.5% | $4,663+14.8% |
| Participant deferral / active EE | $17,346 | $8,419+106.0% | $8,065+115.1% | $6,689+159.3% |
| Admin fee / account holder | $108 | $15,035-99.3% | $12,993-99.2% | $13,390-99.2% |