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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 | $171,387 | $166,242+3.1% | $165,071+3.8% | $145,884+17.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.00% | 100.44%-91.4pp | 70.17%-61.2pp | 551.85%-542.8pp |
| Employer contribution / active EE | $46,000 | $5,283+770.7% | $4,347+958.1% | $4,662+886.6% |
| Participant deferral / active EE | $23,000 | $6,964+230.3% | $6,035+281.1% | $6,690+243.8% |
| Admin fee / account holder | $65 | $16,658-99.6% | $12,695-99.5% | $13,392-99.5% |