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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 | $91,867 | $183,988-50.1% | $162,177-43.4% | $152,897-39.9% |
| Participation rate | 92.3% | 88.5%+3.8pp | 87.6%+4.8pp | 82.5%+9.9pp |
| Annual return | 13.32% | 150.79%-137.5pp | 115.60%-102.3pp | 345.43%-332.1pp |
| Employer contribution / active EE | $6,166 | $6,370-3.2% | $5,613+9.9% | $4,764+29.4% |
| Participant deferral / active EE | $7,911 | $8,032-1.5% | $7,297+8.4% | $5,851+35.2% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |