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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 | $181,812 | $175,231+3.8% | $149,696+21.5% | $139,466+30.4% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 15.54% | 166.77%-151.2pp | 134.46%-118.9pp | 373.66%-358.1pp |
| Employer contribution / active EE | $6,936 | $5,478+26.6% | $4,821+43.9% | $4,754+45.9% |
| Participant deferral / active EE | $4,950 | $6,521-24.1% | $5,682-12.9% | $6,712-26.3% |
| Admin fee / account holder | $19 | $16,155-99.9% | $13,212-99.9% | $11,409-99.8% |