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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 | $224,949 | $217,432+3.5% | $185,849+21.0% | $167,536+34.3% |
| Participation rate | 92.9% | 86.1%+6.8pp | 81.7%+11.1pp | 82.1%+10.7pp |
| Annual return | 11.43% | 148.42%-137.0pp | 122.10%-110.7pp | 478.82%-467.4pp |
| Employer contribution / active EE | $5,624 | $5,875-4.3% | $5,169+8.8% | $4,839+16.2% |
| Participant deferral / active EE | $6,816 | $6,357+7.2% | $5,569+22.4% | $6,342+7.5% |
| Admin fee / account holder | $270 | $19,818-98.6% | $16,244-98.3% | $12,315-97.8% |