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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 | $200,119 | $209,422-4.4% | $178,503+12.1% | $158,982+25.9% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 6.69% | 188.81%-182.1pp | 151.12%-144.4pp | 302.99%-296.3pp |
| Employer contribution / active EE | $2,203 | $5,707-61.4% | $5,011-56.0% | $4,763-53.7% |
| Participant deferral / active EE | $8,042 | $5,955+35.0% | $5,202+54.6% | $5,983+34.4% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |