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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 | $161,181 | $159,978+0.8% | $147,041+9.6% | $145,978+10.4% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 13.60% | 98.36%-84.8pp | 419.21%-405.6pp | 550.52%-536.9pp |
| Employer contribution / active EE | $2,754 | $5,288-47.9% | $4,935-44.2% | $4,662-40.9% |
| Participant deferral / active EE | $11,402 | $8,429+35.3% | $8,071+41.3% | $6,690+70.4% |
| Admin fee / account holder | $240 | $15,053-98.4% | $13,006-98.2% | $13,400-98.2% |