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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 | $153,408 | $183,539-16.4% | $155,556-1.4% | $145,897+5.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.03% | 61.31%-39.3pp | 64.84%-42.8pp | 552.29%-530.3pp |
| Employer contribution / active EE | $6,794 | $5,315+27.8% | $4,675+45.3% | $4,663+45.7% |
| Participant deferral / active EE | $7,625 | $6,467+17.9% | $5,631+35.4% | $6,689+14.0% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |