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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 | $246,799 | $160,040+54.2% | $147,096+67.8% | $145,877+69.2% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.4pp | 80.3%+4.3pp |
| Annual return | 21.49% | 98.49%-77.0pp | 419.75%-398.3pp | 551.28%-529.8pp |
| Employer contribution / active EE | $2,733 | $5,289-48.3% | $4,936-44.6% | $4,663-41.4% |
| Participant deferral / active EE | $7,185 | $8,429-14.8% | $8,071-11.0% | $6,691+7.4% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |