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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 | $171,952 | $129,737+32.5% | $119,126+44.3% | $154,746+11.1% |
| Participation rate | 90.9% | 78.9%+12.1pp | 75.8%+15.1pp | 80.7%+10.2pp |
| Annual return | 21.72% | 379.08%-357.4pp | 282.11%-260.4pp | 172.34%-150.6pp |
| Employer contribution / active EE | $5,800 | $4,375+32.6% | $4,034+43.8% | $4,379+32.5% |
| Participant deferral / active EE | $7,737 | $5,842+32.4% | $5,318+45.5% | $6,730+15.0% |
| Admin fee / account holder | $135 | $11,961-98.9% | $10,693-98.7% | $14,365-99.1% |