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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 | $180,453 | $148,629+21.4% | $135,982+32.7% | $139,487+29.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.64% | 79.33%-63.7pp | 68.32%-52.7pp | 373.84%-358.2pp |
| Employer contribution / active EE | $4,278 | $5,247-18.5% | $4,859-12.0% | $4,755-10.0% |
| Participant deferral / active EE | $11,250 | $8,102+38.8% | $7,760+45.0% | $6,713+67.6% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |