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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 | $186,235 | $185,312+0.5% | $161,489+15.3% | $154,746+20.3% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 16.55% | 103.84%-87.3pp | 89.72%-73.2pp | 172.34%-155.8pp |
| Employer contribution / active EE | $12,044 | $4,769+152.5% | $4,268+182.2% | $4,379+175.0% |
| Participant deferral / active EE | $6,616 | $6,350+4.2% | $5,630+17.5% | $6,730-1.7% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |