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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 | $159,587 | $209,422-23.8% | $178,503-10.6% | $158,982+0.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.15% | 188.81%-175.7pp | 151.12%-138.0pp | 302.99%-289.8pp |
| Employer contribution / active EE | $5,859 | $5,707+2.7% | $5,011+16.9% | $4,763+23.0% |
| Participant deferral / active EE | $5,655 | $5,955-5.0% | $5,202+8.7% | $5,983-5.5% |
| Admin fee / account holder | $76 | $17,079-99.6% | $13,987-99.5% | $11,252-99.3% |