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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 | $169,343 | $160,040+5.8% | $147,096+15.1% | $145,877+16.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.12% | 98.49%-83.4pp | 419.75%-404.6pp | 551.28%-536.2pp |
| Employer contribution / active EE | $1,144 | $5,289-78.4% | $4,936-76.8% | $4,663-75.5% |
| Participant deferral / active EE | $3,242 | $8,429-61.5% | $8,071-59.8% | $6,691-51.5% |
| Admin fee / account holder | $119 | $15,050-99.2% | $13,005-99.1% | $13,402-99.1% |