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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 | $126,155 | $132,099-4.5% | $115,599+9.1% | $138,895-9.2% |
| Participation rate | 85.7% | 77.9%+7.9pp | 74.3%+11.4pp | 79.9%+5.8pp |
| Annual return | 18.47% | 176.76%-158.3pp | 111.10%-92.6pp | 145.39%-126.9pp |
| Employer contribution / active EE | $4,246 | $3,416+24.3% | $2,955+43.7% | $4,194+1.2% |
| Participant deferral / active EE | $9,274 | $5,617+65.1% | $4,889+89.7% | $6,396+45.0% |
| Admin fee / account holder | $8 | $15,650-99.9% | $12,841-99.9% | $12,562-99.9% |