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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 | $147,410 | $154,228-4.4% | $145,433+1.4% | $137,256+7.4% |
| Participation rate | 93.8% | 83.8%+10.0pp | 82.1%+11.6pp | 80.0%+13.8pp |
| Annual return | 412.60% | 74.59%+338.0pp | 66.58%+346.0pp | 220.34%+192.3pp |
| Employer contribution / active EE | $5,051 | $4,804+5.1% | $4,554+10.9% | $4,156+21.5% |
| Participant deferral / active EE | $10,043 | $8,216+22.2% | $7,897+27.2% | $6,407+56.8% |
| Admin fee / account holder | $286 | $14,344-98.0% | $13,129-97.8% | $12,270-97.7% |