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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 | $167,623 | $144,130+16.3% | $117,861+42.2% | $147,586+13.6% |
| Participation rate | 90.0% | 83.4%+6.6pp | 79.7%+10.3pp | 82.8%+7.2pp |
| Annual return | 22.06% | 531.20%-509.1pp | 335.11%-313.0pp | 578.59%-556.5pp |
| Employer contribution / active EE | $10,253 | $4,897+109.4% | $3,786+170.8% | $4,876+110.3% |
| Participant deferral / active EE | $7,200 | $5,316+35.4% | $4,482+60.6% | $5,439+32.4% |
| Admin fee / account holder | $93 | $10,887-99.1% | $8,021-98.8% | $10,886-99.1% |