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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 | $181,589 | $165,381+9.8% | $149,730+21.3% | $158,966+14.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.01% | 348.29%-333.3pp | 276.70%-261.7pp | 302.95%-287.9pp |
| Employer contribution / active EE | $3,416 | $5,104-33.1% | $4,645-26.5% | $4,762-28.3% |
| Participant deferral / active EE | $4,162 | $7,182-42.1% | $6,843-39.2% | $5,983-30.4% |
| Admin fee / account holder | $77 | $10,809-99.3% | $9,310-99.2% | $11,250-99.3% |