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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 | $171,458 | $198,457-13.6% | $170,435+0.6% | $147,586+16.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.14% | 257.30%-247.2pp | 205.94%-195.8pp | 578.59%-568.5pp |
| Employer contribution / active EE | $4,921 | $6,183-20.4% | $5,432-9.4% | $4,876+0.9% |
| Participant deferral / active EE | $2,624 | $5,629-53.4% | $4,939-46.9% | $5,439-51.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |