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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 | $165,362 | $160,070+3.3% | $147,117+12.4% | $145,897+13.3% |
| Participation rate | 84.2% | 84.0%+0.2pp | 82.2%+2.0pp | 80.3%+3.9pp |
| Annual return | 13.85% | 98.69%-84.8pp | 420.54%-406.7pp | 552.29%-538.4pp |
| Employer contribution / active EE | $2,235 | $5,285-57.7% | $4,932-54.7% | $4,663-52.1% |
| Participant deferral / active EE | $9,321 | $8,419+10.7% | $8,065+15.6% | $6,689+39.3% |
| Admin fee / account holder | $40 | $15,035-99.7% | $12,993-99.7% | $13,390-99.7% |