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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 | $107,827 | $160,028-32.6% | $147,080-26.7% | $145,884-26.1% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 36.79% | 98.60%-61.8pp | 420.17%-383.4pp | 551.85%-515.1pp |
| Employer contribution / active EE | $7,386 | $5,286+39.7% | $4,933+49.7% | $4,662+58.4% |
| Participant deferral / active EE | $7,796 | $8,422-7.4% | $8,066-3.3% | $6,690+16.5% |
| Admin fee / account holder | $202 | $15,030-98.7% | $12,989-98.4% | $13,392-98.5% |