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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 | $213,317 | $202,440+5.4% | $169,390+25.9% | $139,466+53.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 24.35% | 532.36%-508.0pp | 406.07%-381.7pp | 373.66%-349.3pp |
| Employer contribution / active EE | $4,045 | $4,693-13.8% | $4,013+0.8% | $4,754-14.9% |
| Participant deferral / active EE | $9,495 | $6,940+36.8% | $6,222+52.6% | $6,712+41.5% |
| Admin fee / account holder | $0 | $10,722-100.0% | $9,015-100.0% | $11,409-100.0% |