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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 | $178,856 | $135,645+31.9% | $110,243+62.2% | $135,379+32.1% |
| Participation rate | 93.8% | 83.5%+10.3pp | 79.8%+13.9pp | 82.6%+11.1pp |
| Annual return | 11.50% | 513.24%-501.7pp | 314.76%-303.3pp | 519.79%-508.3pp |
| Employer contribution / active EE | $7,630 | $4,907+55.5% | $3,827+99.4% | $4,779+59.7% |
| Participant deferral / active EE | $5,510 | $5,507+0.1% | $4,672+17.9% | $5,609-1.8% |
| Admin fee / account holder | $19 | $11,458-99.8% | $8,548-99.8% | $10,828-99.8% |