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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 | $163,105 | $157,304+3.7% | $141,197+15.5% | $152,909+6.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.63% | 64.34%-36.7pp | 71.41%-43.8pp | 345.46%-317.8pp |
| Employer contribution / active EE | $8,287 | $5,263+57.5% | $4,736+75.0% | $4,764+74.0% |
| Participant deferral / active EE | $8,620 | $7,111+21.2% | $6,710+28.5% | $5,851+47.3% |
| Admin fee / account holder | $275 | $12,126-97.7% | $10,265-97.3% | $11,601-97.6% |