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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 | $235,119 | $217,427+8.1% | $185,837+26.5% | $167,518+40.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.62% | 148.39%-133.8pp | 122.08%-107.5pp | 478.71%-464.1pp |
| Employer contribution / active EE | $6,667 | $5,874+13.5% | $5,168+29.0% | $4,838+37.8% |
| Participant deferral / active EE | $6,105 | $6,357-4.0% | $5,568+9.6% | $6,342-3.7% |
| Admin fee / account holder | $228 | $19,816-98.9% | $16,241-98.6% | $12,312-98.1% |