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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 | $130,475 | $176,120-25.9% | $159,487-18.2% | $167,553-22.1% |
| Participation rate | 90.0% | 85.0%+5.0pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 15.76% | 331.95%-316.2pp | 263.71%-247.9pp | 478.89%-463.1pp |
| Employer contribution / active EE | $5,861 | $5,299+10.6% | $4,831+21.3% | $4,840+21.1% |
| Participant deferral / active EE | $12,121 | $7,752+56.4% | $7,354+64.8% | $6,343+91.1% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |