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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 | $170,177 | $162,136+5.0% | $152,301+11.7% | $154,746+10.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 23.79% | 91.02%-67.2pp | 80.50%-56.7pp | 172.34%-148.5pp |
| Employer contribution / active EE | $12,385 | $4,890+153.3% | $4,624+167.8% | $4,379+182.8% |
| Participant deferral / active EE | $21,374 | $8,341+156.3% | $8,004+167.0% | $6,730+217.6% |
| Admin fee / account holder | $9 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |