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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 | $211,820 | $165,381+28.1% | $149,730+41.5% | $158,966+33.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.44% | 348.29%-326.9pp | 276.70%-255.3pp | 302.95%-281.5pp |
| Employer contribution / active EE | $4,978 | $5,104-2.5% | $4,645+7.2% | $4,762+4.5% |
| Participant deferral / active EE | $18,598 | $7,182+158.9% | $6,843+171.8% | $5,983+210.8% |
| Admin fee / account holder | $13 | $10,809-99.9% | $9,310-99.9% | $11,250-99.9% |