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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 | $160,356 | $142,354+12.6% | $125,529+27.7% | $155,188+3.3% |
| Participation rate | 84.6% | 78.1%+6.5pp | 74.7%+9.9pp | 80.8%+3.8pp |
| Annual return | 13.87% | 306.06%-292.2pp | 202.56%-188.7pp | 148.84%-135.0pp |
| Employer contribution / active EE | $1,725 | $3,501-50.7% | $3,058-43.6% | $4,248-59.4% |
| Participant deferral / active EE | $5,977 | $5,491+8.9% | $4,813+24.2% | $6,531-8.5% |
| Admin fee / account holder | $197 | $19,392-99.0% | $16,298-98.8% | $14,480-98.6% |