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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 | $170,081 | $176,105-3.4% | $159,474+6.7% | $167,536+1.5% |
| Participation rate | 70.6% | 85.0%-14.4pp | 82.8%-12.2pp | 82.1%-11.5pp |
| Annual return | 13.66% | 331.91%-318.3pp | 263.68%-250.0pp | 478.82%-465.2pp |
| Employer contribution / active EE | $4,313 | $5,299-18.6% | $4,831-10.7% | $4,839-10.9% |
| Participant deferral / active EE | $11,989 | $7,751+54.7% | $7,353+63.1% | $6,342+89.0% |
| Admin fee / account holder | $14 | $12,559-99.9% | $10,802-99.9% | $12,315-99.9% |