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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 | $236,216 | $160,040+47.6% | $147,096+60.6% | $145,877+61.9% |
| Participation rate | 84.2% | 84.0%+0.2pp | 82.2%+2.0pp | 80.3%+3.9pp |
| Annual return | 11.85% | 98.49%-86.6pp | 419.75%-407.9pp | 551.28%-539.4pp |
| Employer contribution / active EE | $5,286 | $5,289-0.1% | $4,936+7.1% | $4,663+13.4% |
| Participant deferral / active EE | $12,550 | $8,429+48.9% | $8,071+55.5% | $6,691+87.6% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |