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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 | $167,690 | $144,130+16.3% | $117,861+42.3% | $147,586+13.6% |
| Participation rate | 90.0% | 83.4%+6.6pp | 79.7%+10.3pp | 82.8%+7.2pp |
| Annual return | 15.11% | 531.20%-516.1pp | 335.11%-320.0pp | 578.59%-563.5pp |
| Employer contribution / active EE | $2,933 | $4,897-40.1% | $3,786-22.5% | $4,876-39.9% |
| Participant deferral / active EE | $9,314 | $5,316+75.2% | $4,482+107.8% | $5,439+71.2% |
| Admin fee / account holder | $2 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |