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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 | $176,247 | $144,130+22.3% | $117,861+49.5% | $147,586+19.4% |
| Participation rate | 90.5% | 83.4%+7.1pp | 79.7%+10.8pp | 82.8%+7.6pp |
| Annual return | 19.63% | 531.20%-511.6pp | 335.11%-315.5pp | 578.59%-559.0pp |
| Employer contribution / active EE | $6,076 | $4,897+24.1% | $3,786+60.5% | $4,876+24.6% |
| Participant deferral / active EE | $10,532 | $5,316+98.1% | $4,482+135.0% | $5,439+93.7% |
| Admin fee / account holder | $88 | $10,887-99.2% | $8,021-98.9% | $10,886-99.2% |