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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 | $151,670 | $148,582+2.1% | $135,942+11.6% | $139,456+8.8% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 12.29% | 79.26%-67.0pp | 68.28%-56.0pp | 373.45%-361.2pp |
| Employer contribution / active EE | $2,873 | $5,245-45.2% | $4,858-40.9% | $4,753-39.6% |
| Participant deferral / active EE | $4,406 | $8,101-45.6% | $7,759-43.2% | $6,711-34.4% |
| Admin fee / account holder | $33 | $12,402-99.7% | $10,764-99.7% | $11,407-99.7% |