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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 | $157,623 | $165,399-4.7% | $149,745+5.3% | $158,982-0.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.33% | 348.34%-339.0pp | 276.72%-267.4pp | 302.99%-293.7pp |
| Employer contribution / active EE | $2,667 | $5,105-47.8% | $4,646-42.6% | $4,763-44.0% |
| Participant deferral / active EE | $6,634 | $7,183-7.6% | $6,843-3.1% | $5,983+10.9% |
| Admin fee / account holder | $13 | $10,811-99.9% | $9,312-99.9% | $11,252-99.9% |