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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 | $169,922 | $198,457-14.4% | $170,435-0.3% | $147,586+15.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.03% | 257.30%-241.3pp | 205.94%-189.9pp | 578.59%-562.6pp |
| Employer contribution / active EE | $3,734 | $6,183-39.6% | $5,432-31.3% | $4,876-23.4% |
| Participant deferral / active EE | $7,119 | $5,629+26.5% | $4,939+44.1% | $5,439+30.9% |
| Admin fee / account holder | $186 | $16,852-98.9% | $13,881-98.7% | $10,886-98.3% |