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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 | $238,891 | $185,312+28.9% | $161,489+47.9% | $154,746+54.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 12.83% | 103.84%-91.0pp | 89.72%-76.9pp | 172.34%-159.5pp |
| Employer contribution / active EE | $16,637 | $4,769+248.9% | $4,268+289.8% | $4,379+279.9% |
| Participant deferral / active EE | $7,110 | $6,350+12.0% | $5,630+26.3% | $6,730+5.6% |
| Admin fee / account holder | $96 | $18,654-99.5% | $16,006-99.4% | $14,365-99.3% |