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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 | $184,292 | $165,399+11.4% | $149,745+23.1% | $158,982+15.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.05% | 348.34%-331.3pp | 276.72%-259.7pp | 302.99%-285.9pp |
| Employer contribution / active EE | $19,947 | $5,105+290.8% | $4,646+329.4% | $4,763+318.8% |
| Participant deferral / active EE | $13,553 | $7,183+88.7% | $6,843+98.0% | $5,983+126.5% |
| Admin fee / account holder | $20 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |