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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 | $167,432 | $165,399+1.2% | $149,745+11.8% | $158,982+5.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.21% | 348.34%-328.1pp | 276.72%-256.5pp | 302.99%-282.8pp |
| Employer contribution / active EE | $4,037 | $5,105-20.9% | $4,646-13.1% | $4,763-15.2% |
| Participant deferral / active EE | $8,524 | $7,183+18.7% | $6,843+24.6% | $5,983+42.5% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |