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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 | $134,354 | $129,737+3.6% | $119,126+12.8% | $154,746-13.2% |
| Participation rate | 81.3% | 78.9%+2.4pp | 75.8%+5.5pp | 80.7%+0.5pp |
| Annual return | 18.24% | 379.08%-360.8pp | 282.11%-263.9pp | 172.34%-154.1pp |
| Employer contribution / active EE | $5,227 | $4,375+19.5% | $4,034+29.6% | $4,379+19.4% |
| Participant deferral / active EE | $11,747 | $5,842+101.1% | $5,318+120.9% | $6,730+74.5% |
| Admin fee / account holder | $22 | $11,961-99.8% | $10,693-99.8% | $14,365-99.8% |