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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 | $167,003 | $157,304+6.2% | $141,197+18.3% | $152,909+9.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.93% | 64.34%-37.4pp | 71.41%-44.5pp | 345.46%-318.5pp |
| Employer contribution / active EE | $9,919 | $5,263+88.5% | $4,736+109.4% | $4,764+108.2% |
| Participant deferral / active EE | $11,714 | $7,111+64.7% | $6,710+74.6% | $5,851+100.2% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |