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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 | $153,843 | $152,612+0.8% | $125,192+22.9% | $152,897+0.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 29.33% | 54.85%-25.5pp | 43.79%-14.5pp | 345.43%-316.1pp |
| Employer contribution / active EE | $26,182 | $4,947+429.2% | $3,866+577.2% | $4,764+449.6% |
| Participant deferral / active EE | $18,264 | $5,868+211.2% | $4,937+269.9% | $5,851+212.2% |
| Admin fee / account holder | -$176 | $13,437-101.3% | $9,704-101.8% | $11,599-101.5% |