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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 | $172,884 | $148,582+16.4% | $135,942+27.2% | $139,456+24.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.28% | 79.26%-62.0pp | 68.28%-51.0pp | 373.45%-356.2pp |
| Employer contribution / active EE | $10,073 | $5,245+92.1% | $4,858+107.4% | $4,753+111.9% |
| Participant deferral / active EE | $8,280 | $8,101+2.2% | $7,759+6.7% | $6,711+23.4% |
| Admin fee / account holder | $30 | $12,402-99.8% | $10,764-99.7% | $11,407-99.7% |