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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 | $173,247 | $157,304+10.1% | $141,197+22.7% | $152,909+13.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.64% | 64.34%-43.7pp | 71.41%-50.8pp | 345.46%-324.8pp |
| Employer contribution / active EE | $19,873 | $5,263+277.6% | $4,736+319.6% | $4,764+317.2% |
| Participant deferral / active EE | $11,900 | $7,111+67.3% | $6,710+77.3% | $5,851+103.4% |
| Admin fee / account holder | $167 | $12,126-98.6% | $10,265-98.4% | $11,601-98.6% |