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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 | $217,664 | $176,105+23.6% | $159,474+36.5% | $167,536+29.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 26.31% | 331.91%-305.6pp | 263.68%-237.4pp | 478.82%-452.5pp |
| Employer contribution / active EE | $4,940 | $5,299-6.8% | $4,831+2.3% | $4,839+2.1% |
| Participant deferral / active EE | $15,600 | $7,751+101.3% | $7,353+112.2% | $6,342+146.0% |
| Admin fee / account holder | $81 | $12,559-99.4% | $10,802-99.3% | $12,315-99.3% |