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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 | $157,461 | $157,276+0.1% | $141,177+11.5% | $152,885+3.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.63% | 64.33%-36.7pp | 71.40%-43.8pp | 345.39%-317.8pp |
| Employer contribution / active EE | $6,303 | $5,262+19.8% | $4,736+33.1% | $4,763+32.3% |
| Participant deferral / active EE | $8,825 | $7,110+24.1% | $6,710+31.5% | $5,851+50.8% |
| Admin fee / account holder | $1 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |