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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 | $166,754 | $165,381+0.8% | $149,730+11.4% | $158,966+4.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.10% | 348.29%-329.2pp | 276.70%-257.6pp | 302.95%-283.9pp |
| Employer contribution / active EE | $11,117 | $5,104+117.8% | $4,645+139.3% | $4,762+133.4% |
| Participant deferral / active EE | $9,443 | $7,182+31.5% | $6,843+38.0% | $5,983+57.8% |
| Admin fee / account holder | $25 | $10,809-99.8% | $9,310-99.7% | $11,250-99.8% |