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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 | $215,652 | $159,978+34.8% | $147,041+46.7% | $145,978+47.7% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 16.63% | 98.36%-81.7pp | 419.21%-402.6pp | 550.52%-533.9pp |
| Employer contribution / active EE | $4,445 | $5,288-15.9% | $4,935-9.9% | $4,662-4.6% |
| Participant deferral / active EE | $11,289 | $8,429+33.9% | $8,071+39.9% | $6,690+68.8% |
| Admin fee / account holder | $176 | $15,053-98.8% | $13,006-98.6% | $13,400-98.7% |