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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 | $177,515 | $175,231+1.3% | $149,696+18.6% | $139,466+27.3% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 20.86% | 166.77%-145.9pp | 134.46%-113.6pp | 373.66%-352.8pp |
| Employer contribution / active EE | $9,150 | $5,478+67.0% | $4,821+89.8% | $4,754+92.5% |
| Participant deferral / active EE | $7,630 | $6,521+17.0% | $5,682+34.3% | $6,712+13.7% |
| Admin fee / account holder | $269 | $16,155-98.3% | $13,212-98.0% | $11,409-97.6% |