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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 | $192,801 | $169,336+13.9% | $129,384+49.0% | $145,884+32.2% |
| Participation rate | 90.9% | 76.5%+14.4pp | 69.6%+21.3pp | 80.3%+10.6pp |
| Annual return | 13.15% | 14408.70%-14395.6pp | 9461.77%-9448.6pp | 551.85%-538.7pp |
| Employer contribution / active EE | $4,654 | $5,540-16.0% | $4,153+12.1% | $4,662-0.2% |
| Participant deferral / active EE | $8,303 | $4,985+66.6% | $4,166+99.3% | $6,690+24.1% |
| Admin fee / account holder | $99 | $9,912-99.0% | $7,686-98.7% | $13,392-99.3% |