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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 | $188,199 | $183,627+2.5% | $155,602+20.9% | $145,978+28.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.44% | 61.32%-49.9pp | 64.81%-53.4pp | 550.52%-539.1pp |
| Employer contribution / active EE | $1,466 | $5,316-72.4% | $4,675-68.6% | $4,662-68.6% |
| Participant deferral / active EE | $5,983 | $6,466-7.5% | $5,629+6.3% | $6,690-10.6% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |