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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 | $214,255 | $209,425+2.3% | $178,499+20.0% | $158,966+34.8% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 24.05% | 188.80%-164.7pp | 151.10%-127.1pp | 302.95%-278.9pp |
| Employer contribution / active EE | $3,628 | $5,707-36.4% | $5,011-27.6% | $4,762-23.8% |
| Participant deferral / active EE | $8,371 | $5,955+40.6% | $5,202+60.9% | $5,983+39.9% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |