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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 | $174,195 | $198,457-12.2% | $170,435+2.2% | $147,586+18.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.82% | 257.30%-235.5pp | 205.94%-184.1pp | 578.59%-556.8pp |
| Employer contribution / active EE | $5,254 | $6,183-15.0% | $5,432-3.3% | $4,876+7.8% |
| Participant deferral / active EE | $6,563 | $5,629+16.6% | $4,939+32.9% | $5,439+20.7% |
| Admin fee / account holder | $18 | $16,852-99.9% | $13,881-99.9% | $10,886-99.8% |