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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 | $247,024 | $209,422+18.0% | $178,503+38.4% | $158,982+55.4% |
| Participation rate | 90.0% | 86.4%+3.6pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 19.57% | 188.81%-169.2pp | 151.12%-131.5pp | 302.99%-283.4pp |
| Employer contribution / active EE | $1,977 | $5,707-65.4% | $5,011-60.6% | $4,763-58.5% |
| Participant deferral / active EE | $5,665 | $5,955-4.9% | $5,202+8.9% | $5,983-5.3% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |