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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 | $174,899 | $198,461-11.9% | $170,436+2.6% | $147,585+18.5% |
| Participation rate | 92.3% | 88.0%+4.3pp | 83.6%+8.7pp | 82.8%+9.5pp |
| Annual return | 17.89% | 257.30%-239.4pp | 205.94%-188.1pp | 578.57%-560.7pp |
| Employer contribution / active EE | $2,133 | $6,184-65.5% | $5,433-60.7% | $4,876-56.3% |
| Participant deferral / active EE | $6,670 | $5,629+18.5% | $4,939+35.0% | $5,439+22.6% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |