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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 | $220,313 | $165,399+33.2% | $149,745+47.1% | $158,982+38.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 25.25% | 348.34%-323.1pp | 276.72%-251.5pp | 302.99%-277.7pp |
| Employer contribution / active EE | $2,651 | $5,105-48.1% | $4,646-42.9% | $4,763-44.3% |
| Participant deferral / active EE | $8,367 | $7,183+16.5% | $6,843+22.3% | $5,983+39.8% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |