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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 | $147,123 | $114,119+28.9% | $107,187+37.3% | $138,895+5.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 17.82% | 273.21%-255.4pp | 204.55%-186.7pp | 145.39%-127.6pp |
| Employer contribution / active EE | $4,663 | $4,059+14.9% | $3,782+23.3% | $4,194+11.2% |
| Participant deferral / active EE | $11,350 | $5,538+105.0% | $5,096+122.7% | $6,396+77.5% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |