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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 | $212,503 | $209,425+1.5% | $178,499+19.1% | $158,966+33.7% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 12.05% | 188.80%-176.7pp | 151.10%-139.1pp | 302.95%-290.9pp |
| Employer contribution / active EE | $4,648 | $5,707-18.6% | $5,011-7.3% | $4,762-2.4% |
| Participant deferral / active EE | $7,003 | $5,955+17.6% | $5,202+34.6% | $5,983+17.1% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |