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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 | $169,075 | $166,242+1.7% | $165,071+2.4% | $145,884+15.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 21.48% | 100.44%-79.0pp | 70.17%-48.7pp | 551.85%-530.4pp |
| Employer contribution / active EE | $10,836 | $5,283+105.1% | $4,347+149.3% | $4,662+132.4% |
| Participant deferral / active EE | $16,248 | $6,964+133.3% | $6,035+169.2% | $6,690+142.9% |
| Admin fee / account holder | $65 | $16,658-99.6% | $12,695-99.5% | $13,392-99.5% |