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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 | $191,237 | $171,492+11.5% | $150,734+26.9% | $198,609-3.7% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 14.72% | 804.70%-790.0pp | 600.81%-586.1pp | 202.70%-188.0pp |
| Employer contribution / active EE | $3,688 | $5,470-32.6% | $4,918-25.0% | $5,055-27.0% |
| Participant deferral / active EE | $4,864 | $6,259-22.3% | $5,610-13.3% | $6,977-30.3% |
| Admin fee / account holder | $114 | $17,628-99.4% | $14,905-99.2% | $19,030-99.4% |