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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 | $168,772 | $165,381+2.1% | $149,730+12.7% | $158,966+6.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.41% | 348.29%-336.9pp | 276.70%-265.3pp | 302.95%-291.5pp |
| Employer contribution / active EE | $2,839 | $5,104-44.4% | $4,645-38.9% | $4,762-40.4% |
| Participant deferral / active EE | $14,300 | $7,182+99.1% | $6,843+109.0% | $5,983+139.0% |
| Admin fee / account holder | $8 | $10,809-99.9% | $9,310-99.9% | $11,250-99.9% |