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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 | $178,655 | $176,120+1.4% | $159,487+12.0% | $167,553+6.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.28% | 331.95%-314.7pp | 263.71%-246.4pp | 478.89%-461.6pp |
| Employer contribution / active EE | $4,302 | $5,299-18.8% | $4,831-10.9% | $4,840-11.1% |
| Participant deferral / active EE | $12,787 | $7,752+65.0% | $7,354+73.9% | $6,343+101.6% |
| Admin fee / account holder | $91 | $12,561-99.3% | $10,804-99.2% | $12,316-99.3% |