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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 | $81,189 | $209,422-61.2% | $178,503-54.5% | $158,982-48.9% |
| Participation rate | 93.8% | 86.4%+7.4pp | 81.9%+11.8pp | 82.0%+11.8pp |
| Annual return | 18.02% | 188.81%-170.8pp | 151.12%-133.1pp | 302.99%-285.0pp |
| Employer contribution / active EE | $6,807 | $5,707+19.3% | $5,011+35.8% | $4,763+42.9% |
| Participant deferral / active EE | $6,223 | $5,955+4.5% | $5,202+19.6% | $5,983+4.0% |
| Admin fee / account holder | $219 | $17,079-98.7% | $13,987-98.4% | $11,252-98.1% |