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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 | $174,412 | $185,883-6.2% | $170,043+2.6% | $139,466+25.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.92% | 60.54%-43.6pp | 53.40%-36.5pp | 373.66%-356.7pp |
| Employer contribution / active EE | $6,895 | $7,596-9.2% | $6,790+1.6% | $4,754+45.0% |
| Participant deferral / active EE | $7,248 | $11,626-37.7% | $10,410-30.4% | $6,712+8.0% |
| Admin fee / account holder | $88 | $15,393-99.4% | $12,824-99.3% | $11,409-99.2% |