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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 | $199,162 | $209,422-4.9% | $178,503+11.6% | $158,982+25.3% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.7pp |
| Annual return | 17.60% | 188.81%-171.2pp | 151.12%-133.5pp | 302.99%-285.4pp |
| Employer contribution / active EE | $2,663 | $5,707-53.3% | $5,011-46.9% | $4,763-44.1% |
| Participant deferral / active EE | $9,248 | $5,955+55.3% | $5,202+77.8% | $5,983+54.6% |
| Admin fee / account holder | $5 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |