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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 | $186,680 | $165,381+12.9% | $149,730+24.7% | $158,966+17.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.46% | 348.29%-325.8pp | 276.70%-254.2pp | 302.95%-280.5pp |
| Employer contribution / active EE | $11,390 | $5,104+123.1% | $4,645+145.2% | $4,762+139.2% |
| Participant deferral / active EE | $14,685 | $7,182+104.5% | $6,843+114.6% | $5,983+145.4% |
| Admin fee / account holder | $30 | $10,809-99.7% | $9,310-99.7% | $11,250-99.7% |