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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 | $225,991 | $202,440+11.6% | $169,390+33.4% | $139,466+62.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 21.40% | 532.36%-511.0pp | 406.07%-384.7pp | 373.66%-352.3pp |
| Employer contribution / active EE | $3,707 | $4,693-21.0% | $4,013-7.6% | $4,754-22.0% |
| Participant deferral / active EE | $14,625 | $6,940+110.7% | $6,222+135.0% | $6,712+117.9% |
| Admin fee / account holder | $0 | $10,722-100.0% | $9,015-100.0% | $11,409-100.0% |