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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 | $127,153 | $115,796+9.8% | $101,264+25.6% | $158,950-20.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.94% | 56.15%-36.2pp | 46.48%-26.5pp | 302.91%-283.0pp |
| Employer contribution / active EE | $4,356 | $4,175+4.3% | $3,660+19.0% | $4,762-8.5% |
| Participant deferral / active EE | $14,586 | $4,958+194.2% | $4,370+233.7% | $5,983+143.8% |
| Admin fee / account holder | $63 | $7,247-99.1% | $5,947-98.9% | $11,248-99.4% |