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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 | $236,333 | $165,399+42.9% | $149,745+57.8% | $158,982+48.7% |
| Participation rate | 89.5% | 84.6%+4.9pp | 82.5%+7.0pp | 82.0%+7.5pp |
| Annual return | 16.22% | 348.34%-332.1pp | 276.72%-260.5pp | 302.99%-286.8pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $14,879 | $7,183+107.1% | $6,843+117.4% | $5,983+148.7% |
| Admin fee / account holder | $209 | $10,811-98.1% | $9,312-97.8% | $11,252-98.1% |