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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 | $151,888 | $148,629+2.2% | $135,982+11.7% | $139,487+8.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.44% | 79.33%-60.9pp | 68.32%-49.9pp | 373.84%-355.4pp |
| Employer contribution / active EE | $6,705 | $5,247+27.8% | $4,859+38.0% | $4,755+41.0% |
| Participant deferral / active EE | $11,281 | $8,102+39.2% | $7,760+45.4% | $6,713+68.1% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |