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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 | $184,721 | $165,361+11.7% | $149,715+23.4% | $158,950+16.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.28% | 348.24%-329.0pp | 276.66%-257.4pp | 302.91%-283.6pp |
| Employer contribution / active EE | $10,420 | $5,103+104.2% | $4,645+124.3% | $4,762+118.8% |
| Participant deferral / active EE | $6,010 | $7,182-16.3% | $6,842-12.2% | $5,983+0.5% |
| Admin fee / account holder | $5 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |