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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 | $172,568 | $183,516-6.0% | $155,534+11.0% | $145,884+18.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.25% | 61.43%-50.2pp | 64.92%-53.7pp | 551.85%-540.6pp |
| Employer contribution / active EE | $15,261 | $5,315+187.1% | $4,675+226.5% | $4,662+227.3% |
| Participant deferral / active EE | $9,680 | $6,467+49.7% | $5,630+71.9% | $6,690+44.7% |
| Admin fee / account holder | $20 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |