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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 | $164,203 | $165,381-0.7% | $149,730+9.7% | $158,966+3.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.35% | 348.29%-329.9pp | 276.70%-258.3pp | 302.95%-284.6pp |
| Employer contribution / active EE | $22,051 | $5,104+332.0% | $4,645+374.7% | $4,762+363.0% |
| Participant deferral / active EE | $14,061 | $7,182+95.8% | $6,843+105.5% | $5,983+135.0% |
| Admin fee / account holder | $88 | $10,809-99.2% | $9,310-99.1% | $11,250-99.2% |