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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 | $192,399 | $171,492+12.2% | $150,734+27.6% | $198,609-3.1% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 15.86% | 804.70%-788.8pp | 600.81%-584.9pp | 202.70%-186.8pp |
| Employer contribution / active EE | $5,359 | $5,470-2.0% | $4,918+9.0% | $5,055+6.0% |
| Participant deferral / active EE | $10,801 | $6,259+72.6% | $5,610+92.5% | $6,977+54.8% |
| Admin fee / account holder | $0 | $17,628-100.0% | $14,905-100.0% | $19,030-100.0% |