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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 | $157,472 | $202,440-22.2% | $169,390-7.0% | $139,466+12.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 19.66% | 532.36%-512.7pp | 406.07%-386.4pp | 373.66%-354.0pp |
| Employer contribution / active EE | $5,281 | $4,693+12.5% | $4,013+31.6% | $4,754+11.1% |
| Participant deferral / active EE | $20,660 | $6,940+197.7% | $6,222+232.0% | $6,712+207.8% |
| Admin fee / account holder | $113 | $10,722-98.9% | $9,015-98.7% | $11,409-99.0% |