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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 | $183,592-2.6% | $155,574+14.9% | $145,877+22.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.57% | 61.37%-49.8pp | 64.87%-53.3pp | 551.28%-539.7pp |
| Employer contribution / active EE | $7,477 | $5,317+40.6% | $4,676+59.9% | $4,663+60.3% |
| Participant deferral / active EE | $6,193 | $6,466-4.2% | $5,629+10.0% | $6,691-7.4% |
| Admin fee / account holder | $84 | $19,316-99.6% | $15,914-99.5% | $13,402-99.4% |