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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 | $139,974 | $125,778+11.3% | $114,563+22.2% | $154,746-9.5% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.9%+2.1pp | 80.7%-5.7pp |
| Annual return | 16.69% | 295.14%-278.4pp | 241.09%-224.4pp | 172.34%-155.6pp |
| Employer contribution / active EE | $3,921 | $2,806+39.7% | $2,592+51.3% | $4,379-10.5% |
| Participant deferral / active EE | $6,908 | $4,445+55.4% | $4,142+66.8% | $6,730+2.6% |
| Admin fee / account holder | $0 | $8,190-100.0% | $7,623-100.0% | $14,365-100.0% |