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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 | $172,178 | $165,381+4.1% | $149,730+15.0% | $158,966+8.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.14% | 348.29%-335.2pp | 276.70%-263.6pp | 302.95%-289.8pp |
| Employer contribution / active EE | $2,458 | $5,104-51.8% | $4,645-47.1% | $4,762-48.4% |
| Participant deferral / active EE | $7,495 | $7,182+4.4% | $6,843+9.5% | $5,983+25.3% |
| Admin fee / account holder | $105 | $10,809-99.0% | $9,310-98.9% | $11,250-99.1% |