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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 | $216,829 | $209,422+3.5% | $178,503+21.5% | $158,982+36.4% |
| Participation rate | 84.6% | 86.4%-1.7pp | 81.9%+2.7pp | 82.0%+2.6pp |
| Annual return | 15.80% | 188.81%-173.0pp | 151.12%-135.3pp | 302.99%-287.2pp |
| Employer contribution / active EE | $2,325 | $5,707-59.3% | $5,011-53.6% | $4,763-51.2% |
| Participant deferral / active EE | $5,171 | $5,955-13.2% | $5,202-0.6% | $5,983-13.6% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |