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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 | $159,167 | $198,457-19.8% | $170,435-6.6% | $147,586+7.8% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 19.59% | 257.30%-237.7pp | 205.94%-186.4pp | 578.59%-559.0pp |
| Employer contribution / active EE | $6,235 | $6,183+0.8% | $5,432+14.8% | $4,876+27.9% |
| Participant deferral / active EE | $2,643 | $5,629-53.1% | $4,939-46.5% | $5,439-51.4% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |