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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 | $178,801 | $183,539-2.6% | $155,556+14.9% | $145,897+22.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.57% | 61.31%-49.7pp | 64.84%-53.3pp | 552.29%-540.7pp |
| Employer contribution / active EE | $7,477 | $5,315+40.7% | $4,675+59.9% | $4,663+60.4% |
| Participant deferral / active EE | $6,193 | $6,467-4.2% | $5,631+10.0% | $6,689-7.4% |
| Admin fee / account holder | $84 | $19,275-99.6% | $15,885-99.5% | $13,390-99.4% |