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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 | $185,288 | $165,381+12.0% | $149,730+23.7% | $158,966+16.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.19% | 348.29%-331.1pp | 276.70%-259.5pp | 302.95%-285.8pp |
| Employer contribution / active EE | $3,013 | $5,104-41.0% | $4,645-35.1% | $4,762-36.7% |
| Participant deferral / active EE | $10,098 | $7,182+40.6% | $6,843+47.6% | $5,983+68.8% |
| Admin fee / account holder | $262 | $10,809-97.6% | $9,310-97.2% | $11,250-97.7% |