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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 | $141,357 | $209,425-32.5% | $178,499-20.8% | $158,966-11.1% |
| Participation rate | 79.2% | 86.4%-7.2pp | 81.9%-2.8pp | 82.0%-2.8pp |
| Annual return | 98.62% | 188.80%-90.2pp | 151.10%-52.5pp | 302.95%-204.3pp |
| Employer contribution / active EE | $7,033 | $5,707+23.2% | $5,011+40.3% | $4,762+47.7% |
| Participant deferral / active EE | $3,231 | $5,955-45.7% | $5,202-37.9% | $5,983-46.0% |
| Admin fee / account holder | $235 | $17,078-98.6% | $13,986-98.3% | $11,250-97.9% |