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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 | $235,667 | $175,231+34.5% | $149,696+57.4% | $139,466+69.0% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 19.44% | 166.77%-147.3pp | 134.46%-115.0pp | 373.66%-354.2pp |
| Employer contribution / active EE | $1,565 | $5,478-71.4% | $4,821-67.5% | $4,754-67.1% |
| Participant deferral / active EE | $6,779 | $6,521+3.9% | $5,682+19.3% | $6,712+1.0% |
| Admin fee / account holder | $9 | $16,155-99.9% | $13,212-99.9% | $11,409-99.9% |