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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% | $155,574+23.5% | $145,877+31.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.34% | 61.37%-38.0pp | 64.87%-41.5pp | 551.28%-527.9pp |
| Employer contribution / active EE | $6,556 | $5,317+23.3% | $4,676+40.2% | $4,663+40.6% |
| Participant deferral / active EE | $20,007 | $6,466+209.4% | $5,629+255.4% | $6,691+199.0% |
| Admin fee / account holder | $161 | $19,316-99.2% | $15,914-99.0% | $13,402-98.8% |