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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 | $177,052 | $176,120+0.5% | $159,487+11.0% | $167,553+5.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 667.48% | 331.95%+335.5pp | 263.71%+403.8pp | 478.89%+188.6pp |
| Employer contribution / active EE | $3,132 | $5,299-40.9% | $4,831-35.2% | $4,840-35.3% |
| Participant deferral / active EE | $9,464 | $7,752+22.1% | $7,354+28.7% | $6,343+49.2% |
| Admin fee / account holder | $165 | $12,561-98.7% | $10,804-98.5% | $12,316-98.7% |