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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 | $175,962 | $166,131+5.9% | $164,975+6.7% | $145,877+20.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.64% | 100.37%-87.7pp | 70.12%-57.5pp | 551.28%-538.6pp |
| Employer contribution / active EE | $20,807 | $5,276+294.4% | $4,343+379.1% | $4,663+346.2% |
| Participant deferral / active EE | $6,652 | $6,962-4.4% | $6,033+10.3% | $6,691-0.6% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |