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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 | $220,729 | $198,457+11.2% | $170,435+29.5% | $147,586+49.6% |
| Participation rate | 73.3% | 88.0%-14.6pp | 83.6%-10.3pp | 82.8%-9.5pp |
| Annual return | 18.75% | 257.30%-238.6pp | 205.94%-187.2pp | 578.59%-559.8pp |
| Employer contribution / active EE | $3,298 | $6,183-46.7% | $5,432-39.3% | $4,876-32.4% |
| Participant deferral / active EE | $5,197 | $5,629-7.7% | $4,939+5.2% | $5,439-4.4% |
| Admin fee / account holder | $252 | $16,852-98.5% | $13,881-98.2% | $10,886-97.7% |