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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 | $184,346 | $183,516+0.5% | $155,534+18.5% | $145,884+26.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.87% | 61.43%-51.6pp | 64.92%-55.0pp | 551.85%-542.0pp |
| Employer contribution / active EE | $8,137 | $5,315+53.1% | $4,675+74.1% | $4,662+74.5% |
| Participant deferral / active EE | $7,872 | $6,467+21.7% | $5,630+39.8% | $6,690+17.7% |
| Admin fee / account holder | $2 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |