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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 | $161,088 | $160,070+0.6% | $147,117+9.5% | $145,897+10.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.35% | 98.69%-75.3pp | 420.54%-397.2pp | 552.29%-528.9pp |
| Employer contribution / active EE | $6,927 | $5,285+31.1% | $4,932+40.4% | $4,663+48.6% |
| Participant deferral / active EE | $10,913 | $8,419+29.6% | $8,065+35.3% | $6,689+63.1% |
| Admin fee / account holder | $282 | $15,035-98.1% | $12,993-97.8% | $13,390-97.9% |