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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 | $165,310 | $165,3510% | $149,710+10.4% | $158,931+4.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.36% | 348.19%-337.8pp | 276.63%-266.3pp | 302.86%-292.5pp |
| Employer contribution / active EE | $13,710 | $5,103+168.6% | $4,645+195.2% | $4,761+187.9% |
| Participant deferral / active EE | $11,145 | $7,181+55.2% | $6,842+62.9% | $5,982+86.3% |
| Admin fee / account holder | $28 | $10,807-99.7% | $9,309-99.7% | $11,247-99.7% |