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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 | $158,103 | $157,276+0.5% | $141,177+12.0% | $152,885+3.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 37.53% | 64.33%-26.8pp | 71.40%-33.9pp | 345.39%-307.9pp |
| Employer contribution / active EE | $22,343 | $5,262+324.6% | $4,736+371.8% | $4,763+369.1% |
| Participant deferral / active EE | $17,633 | $7,110+148.0% | $6,710+162.8% | $5,851+201.4% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |