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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 | $183,653 | $165,399+11.0% | $149,745+22.6% | $158,982+15.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.74% | 348.34%-333.6pp | 276.72%-262.0pp | 302.99%-288.3pp |
| Employer contribution / active EE | $2,830 | $5,105-44.6% | $4,646-39.1% | $4,763-40.6% |
| Participant deferral / active EE | $7,578 | $7,183+5.5% | $6,843+10.7% | $5,983+26.7% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |