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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 | $183,592+4.7% | $155,567+23.5% | $145,959+31.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.34% | 61.24%-37.9pp | 64.74%-41.4pp | 561.95%-538.6pp |
| Employer contribution / active EE | $6,556 | $5,315+23.4% | $4,674+40.3% | $4,661+40.7% |
| Participant deferral / active EE | $20,007 | $6,464+209.5% | $5,628+255.5% | $6,689+199.1% |
| Admin fee / account holder | $161 | $19,318-99.2% | $15,916-99.0% | $13,398-98.8% |