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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 | $190,472 | $165,361+15.2% | $149,715+27.2% | $158,950+19.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 30.82% | 348.24%-317.4pp | 276.66%-245.8pp | 302.91%-272.1pp |
| Employer contribution / active EE | $1,492 | $5,103-70.8% | $4,645-67.9% | $4,762-68.7% |
| Participant deferral / active EE | $2,674 | $7,182-62.8% | $6,842-60.9% | $5,983-55.3% |
| Admin fee / account holder | $12 | $10,808-99.9% | $9,310-99.9% | $11,248-99.9% |