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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 | $166,018 | $121,656+36.5% | $104,614+58.7% | $158,950+4.4% |
| Participation rate | 87.5% | 77.5%+10.0pp | 74.1%+13.4pp | 82.0%+5.5pp |
| Annual return | 4.27% | 465.51%-461.2pp | 340.56%-336.3pp | 302.91%-298.6pp |
| Employer contribution / active EE | $3,125 | $3,164-1.2% | $2,681+16.6% | $4,762-34.4% |
| Participant deferral / active EE | $964 | $4,177-76.9% | $3,739-74.2% | $5,983-83.9% |
| Admin fee / account holder | $192 | $7,775-97.5% | $6,464-97.0% | $11,248-98.3% |