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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 | $192,606 | $157,304+22.4% | $141,197+36.4% | $152,909+26.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.86% | 64.34%-43.5pp | 71.41%-50.5pp | 345.46%-324.6pp |
| Employer contribution / active EE | $8,894 | $5,263+69.0% | $4,736+87.8% | $4,764+86.7% |
| Participant deferral / active EE | $5,793 | $7,111-18.5% | $6,710-13.7% | $5,851-1.0% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |