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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 | $205,088 | $171,492+19.6% | $150,734+36.1% | $198,609+3.3% |
| Participation rate | 85.7% | 81.4%+4.3pp | 78.4%+7.3pp | 82.4%+3.3pp |
| Annual return | 15.17% | 804.70%-789.5pp | 600.81%-585.6pp | 202.70%-187.5pp |
| Employer contribution / active EE | $2,190 | $5,470-60.0% | $4,918-55.5% | $5,055-56.7% |
| Participant deferral / active EE | $13,321 | $6,259+112.8% | $5,610+137.5% | $6,977+90.9% |
| Admin fee / account holder | $0 | $17,628-100.0% | $14,905-100.0% | $19,030-100.0% |