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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 | $172,474 | $165,399+4.3% | $149,745+15.2% | $158,982+8.5% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.7pp |
| Annual return | 16.83% | 348.34%-331.5pp | 276.72%-259.9pp | 302.99%-286.2pp |
| Employer contribution / active EE | $4,602 | $5,105-9.8% | $4,646-0.9% | $4,763-3.4% |
| Participant deferral / active EE | $11,776 | $7,183+64.0% | $6,843+72.1% | $5,983+96.8% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |