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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 | $225,593 | $176,105+28.1% | $159,474+41.5% | $167,536+34.7% |
| Participation rate | 87.5% | 85.0%+2.5pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 13.43% | 331.91%-318.5pp | 263.68%-250.2pp | 478.82%-465.4pp |
| Employer contribution / active EE | $3,777 | $5,299-28.7% | $4,831-21.8% | $4,839-22.0% |
| Participant deferral / active EE | $9,055 | $7,751+16.8% | $7,353+23.1% | $6,342+42.8% |
| Admin fee / account holder | $121 | $12,559-99.0% | $10,802-98.9% | $12,315-99.0% |