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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 | $233,801 | $217,432+7.5% | $185,849+25.8% | $167,536+39.6% |
| Participation rate | 80.0% | 86.1%-6.1pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 12.93% | 148.42%-135.5pp | 122.10%-109.2pp | 478.82%-465.9pp |
| Employer contribution / active EE | $6,970 | $5,875+18.6% | $5,169+34.9% | $4,839+44.0% |
| Participant deferral / active EE | $4,455 | $6,357-29.9% | $5,569-20.0% | $6,342-29.8% |
| Admin fee / account holder | $100 | $19,818-99.5% | $16,244-99.4% | $12,315-99.2% |