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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 | $165,677 | $202,342-18.1% | $172,752-4.1% | $152,897+8.4% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.5%+6.4pp |
| Annual return | 23.05% | 1029.83%-1006.8pp | 802.97%-779.9pp | 345.43%-322.4pp |
| Employer contribution / active EE | $3,466 | $5,858-40.8% | $5,144-32.6% | $4,764-27.2% |
| Participant deferral / active EE | $7,581 | $5,948+27.4% | $5,198+45.9% | $5,851+29.6% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |