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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 | $149,743 | $165,361-9.4% | $149,7150% | $158,950-5.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 32.26% | 348.24%-316.0pp | 276.66%-244.4pp | 302.91%-270.7pp |
| Employer contribution / active EE | $10,965 | $5,103+114.9% | $4,645+136.1% | $4,762+130.3% |
| Participant deferral / active EE | $15,740 | $7,182+119.2% | $6,842+130.0% | $5,983+163.1% |
| Admin fee / account holder | $72 | $10,808-99.3% | $9,310-99.2% | $11,248-99.4% |