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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 | $165,168 | $217,432-24.0% | $185,849-11.1% | $167,536-1.4% |
| Participation rate | 85.7% | 86.1%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 13.86% | 148.42%-134.6pp | 122.10%-108.2pp | 478.82%-465.0pp |
| Employer contribution / active EE | $7,312 | $5,875+24.5% | $5,169+41.5% | $4,839+51.1% |
| Participant deferral / active EE | $4,931 | $6,357-22.4% | $5,569-11.5% | $6,342-22.3% |
| Admin fee / account holder | $131 | $19,818-99.3% | $16,244-99.2% | $12,315-98.9% |