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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 | $181,625 | $165,399+9.8% | $149,745+21.3% | $158,982+14.2% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.8pp | 82.0%-9.2pp |
| Annual return | 16.79% | 348.34%-331.5pp | 276.72%-259.9pp | 302.99%-286.2pp |
| Employer contribution / active EE | $6,036 | $5,105+18.2% | $4,646+29.9% | $4,763+26.7% |
| Participant deferral / active EE | $5,407 | $7,183-24.7% | $6,843-21.0% | $5,983-9.6% |
| Admin fee / account holder | $53 | $10,811-99.5% | $9,312-99.4% | $11,252-99.5% |