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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 | $203,392 | $217,432-6.5% | $185,851+9.4% | $167,553+21.4% |
| Participation rate | 95.2% | 86.1%+9.2pp | 81.7%+13.5pp | 82.1%+13.1pp |
| Annual return | 21.67% | 148.43%-126.8pp | 122.11%-100.4pp | 478.89%-457.2pp |
| Employer contribution / active EE | $6,741 | $5,874+14.7% | $5,168+30.4% | $4,840+39.3% |
| Participant deferral / active EE | $5,927 | $6,357-6.8% | $5,569+6.4% | $6,343-6.6% |
| Admin fee / account holder | $19 | $19,820-99.9% | $16,245-99.9% | $12,316-99.8% |