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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 | $177,888 | $162,136+9.7% | $152,301+16.8% | $154,746+15.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.75% | 91.02%-76.3pp | 80.50%-65.8pp | 172.34%-157.6pp |
| Employer contribution / active EE | $32,205 | $4,890+558.5% | $4,624+596.4% | $4,379+635.4% |
| Participant deferral / active EE | $20,800 | $8,341+149.4% | $8,004+159.9% | $6,730+209.0% |
| Admin fee / account holder | $9 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |