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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 | $171,216 | $209,422-18.2% | $178,503-4.1% | $158,982+7.7% |
| Participation rate | 72.7% | 86.4%-13.6pp | 81.9%-9.2pp | 82.0%-9.2pp |
| Annual return | 17.59% | 188.81%-171.2pp | 151.12%-133.5pp | 302.99%-285.4pp |
| Employer contribution / active EE | $8,430 | $5,707+47.7% | $5,011+68.2% | $4,763+77.0% |
| Participant deferral / active EE | $10,250 | $5,955+72.1% | $5,202+97.0% | $5,983+71.3% |
| Admin fee / account holder | $37 | $17,079-99.8% | $13,987-99.7% | $11,252-99.7% |