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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 | $168,237 | $162,821+3.3% | $133,978+25.6% | $158,982+5.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 19.27% | 41.95%-22.7pp | 45.10%-25.8pp | 302.99%-283.7pp |
| Employer contribution / active EE | $10,583 | $4,976+112.7% | $3,919+170.1% | $4,763+122.2% |
| Participant deferral / active EE | $17,333 | $5,910+193.3% | $5,047+243.4% | $5,983+189.7% |
| Admin fee / account holder | $20 | $11,742-99.8% | $8,930-99.8% | $11,252-99.8% |