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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 | $135,311 | $132,099+2.4% | $115,599+17.1% | $138,895-2.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 17.93% | 176.76%-158.8pp | 111.10%-93.2pp | 145.39%-127.5pp |
| Employer contribution / active EE | $3,505 | $3,416+2.6% | $2,955+18.6% | $4,194-16.4% |
| Participant deferral / active EE | $7,010 | $5,617+24.8% | $4,889+43.4% | $6,396+9.6% |
| Admin fee / account holder | $20 | $15,650-99.9% | $12,841-99.8% | $12,562-99.8% |