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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 | $160,040+3.3% | $147,096+12.4% | $145,877+13.4% |
| Participation rate | 84.2% | 84.0%+0.2pp | 82.2%+2.0pp | 80.3%+3.9pp |
| Annual return | 13.85% | 98.49%-84.6pp | 419.75%-405.9pp | 551.28%-537.4pp |
| Employer contribution / active EE | $2,235 | $5,289-57.7% | $4,936-54.7% | $4,663-52.1% |
| Participant deferral / active EE | $9,321 | $8,429+10.6% | $8,071+15.5% | $6,691+39.3% |
| Admin fee / account holder | $40 | $15,050-99.7% | $13,005-99.7% | $13,402-99.7% |