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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 | $192,197 | $183,539+4.7% | $155,556+23.6% | $145,897+31.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.34% | 61.31%-38.0pp | 64.84%-41.5pp | 552.29%-528.9pp |
| Employer contribution / active EE | $6,556 | $5,315+23.4% | $4,675+40.2% | $4,663+40.6% |
| Participant deferral / active EE | $20,007 | $6,467+209.4% | $5,631+255.3% | $6,689+199.1% |
| Admin fee / account holder | $161 | $19,275-99.2% | $15,885-99.0% | $13,390-98.8% |