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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 | $117,958 | $160,070-26.3% | $147,117-19.8% | $145,897-19.2% |
| Participation rate | 95.5% | 84.0%+11.4pp | 82.2%+13.3pp | 80.3%+15.1pp |
| Annual return | 15.94% | 98.69%-82.7pp | 420.54%-404.6pp | 552.29%-536.3pp |
| Employer contribution / active EE | $7,250 | $5,285+37.2% | $4,932+47.0% | $4,663+55.5% |
| Participant deferral / active EE | $8,077 | $8,419-4.1% | $8,065+0.2% | $6,689+20.7% |
| Admin fee / account holder | $2 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |