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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 | $148,660 | $157,304-5.5% | $141,197+5.3% | $152,909-2.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.16% | 64.34%-41.2pp | 71.41%-48.2pp | 345.46%-322.3pp |
| Employer contribution / active EE | $14,025 | $5,263+166.5% | $4,736+196.1% | $4,764+194.4% |
| Participant deferral / active EE | $9,786 | $7,111+37.6% | $6,710+45.8% | $5,851+67.2% |
| Admin fee / account holder | $2 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |