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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 | $171,757 | $165,361+3.9% | $149,715+14.7% | $158,950+8.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.91% | 348.24%-327.3pp | 276.66%-255.8pp | 302.91%-282.0pp |
| Employer contribution / active EE | $19,098 | $5,103+274.2% | $4,645+311.2% | $4,762+301.1% |
| Participant deferral / active EE | $18,825 | $7,182+162.1% | $6,842+175.1% | $5,983+214.7% |
| Admin fee / account holder | $13 | $10,808-99.9% | $9,310-99.9% | $11,248-99.9% |