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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 | $135,217 | $138,076-2.1% | $123,553+9.4% | $135,380-0.1% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | 53.31% | 153.70%-100.4pp | 119.21%-65.9pp | 519.81%-466.5pp |
| Employer contribution / active EE | $5,743 | $5,152+11.5% | $4,628+24.1% | $4,779+20.2% |
| Participant deferral / active EE | $10,554 | $6,800+55.2% | $6,426+64.2% | $5,609+88.2% |
| Admin fee / account holder | $18 | $10,917-99.8% | $9,284-99.8% | $10,828-99.8% |