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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 | $196,283 | $165,361+18.7% | $149,715+31.1% | $158,950+23.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.73% | 348.24%-331.5pp | 276.66%-259.9pp | 302.91%-286.2pp |
| Employer contribution / active EE | $3,481 | $5,103-31.8% | $4,645-25.0% | $4,762-26.9% |
| Participant deferral / active EE | $10,839 | $7,182+50.9% | $6,842+58.4% | $5,983+81.2% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |