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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 | $169,726 | $209,422-19.0% | $178,503-4.9% | $158,982+6.8% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 21.91% | 188.81%-166.9pp | 151.12%-129.2pp | 302.99%-281.1pp |
| Employer contribution / active EE | $13,291 | $5,707+132.9% | $5,011+165.2% | $4,763+179.1% |
| Participant deferral / active EE | $5,641 | $5,955-5.3% | $5,202+8.4% | $5,983-5.7% |
| Admin fee / account holder | $123 | $17,079-99.3% | $13,987-99.1% | $11,252-98.9% |