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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 | $121,480 | $144,130-15.7% | $117,861+3.1% | $147,586-17.7% |
| Participation rate | 87.5% | 83.4%+4.1pp | 79.7%+7.8pp | 82.8%+4.7pp |
| Annual return | 13.50% | 531.20%-517.7pp | 335.11%-321.6pp | 578.59%-565.1pp |
| Employer contribution / active EE | $4,386 | $4,897-10.4% | $3,786+15.8% | $4,876-10.1% |
| Participant deferral / active EE | $6,744 | $5,316+26.9% | $4,482+50.5% | $5,439+24.0% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |