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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 | $245,133 | $165,399+48.2% | $149,745+63.7% | $158,982+54.2% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 21.54% | 348.34%-326.8pp | 276.72%-255.2pp | 302.99%-281.4pp |
| Employer contribution / active EE | $12,114 | $5,105+137.3% | $4,646+160.8% | $4,763+154.3% |
| Participant deferral / active EE | $15,000 | $7,183+108.8% | $6,843+119.2% | $5,983+150.7% |
| Admin fee / account holder | $7 | $10,811-99.9% | $9,312-99.9% | $11,252-99.9% |