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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 | $223,088 | $165,361+34.9% | $149,715+49.0% | $158,950+40.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.23% | 348.24%-337.0pp | 276.66%-265.4pp | 302.91%-291.7pp |
| Employer contribution / active EE | $4,337 | $5,103-15.0% | $4,645-6.6% | $4,762-8.9% |
| Participant deferral / active EE | $11,038 | $7,182+53.7% | $6,842+61.3% | $5,983+84.5% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |