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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 | $174,371 | $176,120-1.0% | $159,487+9.3% | $167,553+4.1% |
| Participation rate | 89.5% | 85.0%+4.5pp | 82.8%+6.6pp | 82.1%+7.4pp |
| Annual return | 38.50% | 331.95%-293.4pp | 263.71%-225.2pp | 478.89%-440.4pp |
| Employer contribution / active EE | $2,158 | $5,299-59.3% | $4,831-55.3% | $4,840-55.4% |
| Participant deferral / active EE | $8,351 | $7,752+7.7% | $7,354+13.6% | $6,343+31.7% |
| Admin fee / account holder | $62 | $12,561-99.5% | $10,804-99.4% | $12,316-99.5% |