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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 | $192,996 | $176,077+9.6% | $159,455+21.0% | $167,518+15.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.77% | 331.83%-312.1pp | 263.63%-243.9pp | 478.71%-458.9pp |
| Employer contribution / active EE | $2,454 | $5,298-53.7% | $4,830-49.2% | $4,838-49.3% |
| Participant deferral / active EE | $13,010 | $7,751+67.8% | $7,353+76.9% | $6,342+105.1% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |