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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 | $193,355 | $162,136+19.3% | $152,301+27.0% | $154,746+25.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.05% | 91.02%-76.0pp | 80.50%-65.5pp | 172.34%-157.3pp |
| Employer contribution / active EE | $20,736 | $4,890+324.0% | $4,624+348.4% | $4,379+373.5% |
| Participant deferral / active EE | $13,576 | $8,341+62.8% | $8,004+69.6% | $6,730+101.7% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |