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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 | $110,685 | $160,028-30.8% | $147,080-24.7% | $145,884-24.1% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.4pp |
| Annual return | 18.92% | 98.60%-79.7pp | 420.17%-401.3pp | 551.85%-532.9pp |
| Employer contribution / active EE | $6,025 | $5,286+14.0% | $4,933+22.1% | $4,662+29.2% |
| Participant deferral / active EE | $13,526 | $8,422+60.6% | $8,066+67.7% | $6,690+102.2% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |