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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 | $150,310 | $129,737+15.9% | $119,126+26.2% | $154,746-2.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 18.40% | 379.08%-360.7pp | 282.11%-263.7pp | 172.34%-153.9pp |
| Employer contribution / active EE | $5,027 | $4,375+14.9% | $4,034+24.6% | $4,379+14.8% |
| Participant deferral / active EE | $14,490 | $5,842+148.0% | $5,318+172.5% | $6,730+115.3% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |