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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 | $161,013 | $183,516-12.3% | $155,534+3.5% | $145,884+10.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.02% | 61.43%-46.4pp | 64.92%-49.9pp | 551.85%-536.8pp |
| Employer contribution / active EE | $4,090 | $5,315-23.0% | $4,675-12.5% | $4,662-12.3% |
| Participant deferral / active EE | $7,371 | $6,467+14.0% | $5,630+30.9% | $6,690+10.2% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |