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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 | $184,302 | $114,119+61.5% | $107,187+71.9% | $138,895+32.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 17.97% | 273.21%-255.2pp | 204.55%-186.6pp | 145.39%-127.4pp |
| Employer contribution / active EE | $5,150 | $4,059+26.9% | $3,782+36.2% | $4,194+22.8% |
| Participant deferral / active EE | $8,736 | $5,538+57.8% | $5,096+71.4% | $6,396+36.6% |
| Admin fee / account holder | $14 | $10,024-99.9% | $9,162-99.8% | $12,562-99.9% |