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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 | $171,942 | $176,105-2.4% | $159,474+7.8% | $167,536+2.6% |
| Participation rate | 76.9% | 85.0%-8.0pp | 82.8%-5.9pp | 82.1%-5.2pp |
| Annual return | 18.48% | 331.91%-313.4pp | 263.68%-245.2pp | 478.82%-460.3pp |
| Employer contribution / active EE | $3,887 | $5,299-26.6% | $4,831-19.5% | $4,839-19.7% |
| Participant deferral / active EE | $9,790 | $7,751+26.3% | $7,353+33.1% | $6,342+54.4% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |