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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 | $182,275 | $165,381+10.2% | $149,730+21.7% | $158,966+14.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.51% | 348.29%-332.8pp | 276.70%-261.2pp | 302.95%-287.4pp |
| Employer contribution / active EE | $5,363 | $5,104+5.1% | $4,645+15.4% | $4,762+12.6% |
| Participant deferral / active EE | $12,477 | $7,182+73.7% | $6,843+82.3% | $5,983+108.5% |
| Admin fee / account holder | $109 | $10,809-99.0% | $9,310-98.8% | $11,250-99.0% |