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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 | $157,826 | $162,136-2.7% | $152,301+3.6% | $154,746+2.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 19.79% | 91.02%-71.2pp | 80.50%-60.7pp | 172.34%-152.5pp |
| Employer contribution / active EE | $7,639 | $4,890+56.2% | $4,624+65.2% | $4,379+74.4% |
| Participant deferral / active EE | $13,429 | $8,341+61.0% | $8,004+67.8% | $6,730+99.5% |
| Admin fee / account holder | $80 | $15,759-99.5% | $14,398-99.4% | $14,365-99.4% |