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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 | $236,805 | $160,040+48.0% | $147,096+61.0% | $145,877+62.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 11.63% | 98.49%-86.9pp | 419.75%-408.1pp | 551.28%-539.7pp |
| Employer contribution / active EE | $28,000 | $5,289+429.4% | $4,936+467.3% | $4,663+500.5% |
| Participant deferral / active EE | $13,800 | $8,429+63.7% | $8,071+71.0% | $6,691+106.3% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |