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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 | $148,320 | $144,130+2.9% | $117,861+25.8% | $147,586+0.5% |
| Participation rate | 92.9% | 83.4%+9.4pp | 79.7%+13.2pp | 82.8%+10.0pp |
| Annual return | 18.20% | 531.20%-513.0pp | 335.11%-316.9pp | 578.59%-560.4pp |
| Employer contribution / active EE | $4,196 | $4,897-14.3% | $3,786+10.8% | $4,876-14.0% |
| Participant deferral / active EE | $8,638 | $5,316+62.5% | $4,482+92.7% | $5,439+58.8% |
| Admin fee / account holder | $124 | $10,887-98.9% | $8,021-98.5% | $10,886-98.9% |