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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 | $166,131 | $165,399+0.4% | $149,745+10.9% | $158,982+4.5% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 18.58% | 348.34%-329.8pp | 276.72%-258.1pp | 302.99%-284.4pp |
| Employer contribution / active EE | $13,222 | $5,105+159.0% | $4,646+184.6% | $4,763+177.6% |
| Participant deferral / active EE | $12,179 | $7,183+69.6% | $6,843+78.0% | $5,983+103.5% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |