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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 | $166,478 | $132,634+25.5% | $115,768+43.8% | $137,256+21.3% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.4%+16.5pp | 80.0%+10.9pp |
| Annual return | 18.28% | 160.70%-142.4pp | 100.46%-82.2pp | 220.34%-202.1pp |
| Employer contribution / active EE | $2,994 | $3,360-10.9% | $2,940+1.8% | $4,156-28.0% |
| Participant deferral / active EE | $8,604 | $5,619+53.1% | $4,917+75.0% | $6,407+34.3% |
| Admin fee / account holder | $23 | $15,028-99.8% | $12,439-99.8% | $12,270-99.8% |