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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 | $157,545 | $175,231-10.1% | $149,696+5.2% | $139,466+13.0% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 16.21% | 166.77%-150.6pp | 134.46%-118.2pp | 373.66%-357.5pp |
| Employer contribution / active EE | $6,470 | $5,478+18.1% | $4,821+34.2% | $4,754+36.1% |
| Participant deferral / active EE | $7,745 | $6,521+18.8% | $5,682+36.3% | $6,712+15.4% |
| Admin fee / account holder | $110 | $16,155-99.3% | $13,212-99.2% | $11,409-99.0% |