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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 | $158,875 | $160,070-0.7% | $147,117+8.0% | $145,897+8.9% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 19.50% | 98.69%-79.2pp | 420.54%-401.0pp | 552.29%-532.8pp |
| Employer contribution / active EE | $2,733 | $5,285-48.3% | $4,932-44.6% | $4,663-41.4% |
| Participant deferral / active EE | $10,686 | $8,419+26.9% | $8,065+32.5% | $6,689+59.8% |
| Admin fee / account holder | $98 | $15,035-99.3% | $12,993-99.2% | $13,390-99.3% |