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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 | $174,383 | $176,105-1.0% | $159,474+9.3% | $167,536+4.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.24% | 331.91%-318.7pp | 263.68%-250.4pp | 478.82%-465.6pp |
| Employer contribution / active EE | $12,997 | $5,299+145.3% | $4,831+169.0% | $4,839+168.6% |
| Participant deferral / active EE | $13,156 | $7,751+69.7% | $7,353+78.9% | $6,342+107.4% |
| Admin fee / account holder | $268 | $12,559-97.9% | $10,802-97.5% | $12,315-97.8% |