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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 | $231,076 | $160,070+44.4% | $147,117+57.1% | $145,897+58.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 12.28% | 98.69%-86.4pp | 420.54%-408.3pp | 552.29%-540.0pp |
| Employer contribution / active EE | $8,020 | $5,285+51.8% | $4,932+62.6% | $4,663+72.0% |
| Participant deferral / active EE | $13,099 | $8,419+55.6% | $8,065+62.4% | $6,689+95.8% |
| Admin fee / account holder | $104 | $15,035-99.3% | $12,993-99.2% | $13,390-99.2% |