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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 | $160,040+44.4% | $147,096+57.1% | $145,877+58.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 12.28% | 98.49%-86.2pp | 419.75%-407.5pp | 551.28%-539.0pp |
| Employer contribution / active EE | $8,020 | $5,289+51.6% | $4,936+62.5% | $4,663+72.0% |
| Participant deferral / active EE | $13,099 | $8,429+55.4% | $8,071+62.3% | $6,691+95.8% |
| Admin fee / account holder | $104 | $15,050-99.3% | $13,005-99.2% | $13,402-99.2% |