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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 | $181,452 | $172,111+5.4% | $150,298+20.7% | $137,256+32.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.93% | 69.37%-57.4pp | 62.79%-50.9pp | 220.34%-208.4pp |
| Employer contribution / active EE | $6,427 | $4,636+38.6% | $4,154+54.7% | $4,156+54.6% |
| Participant deferral / active EE | $9,835 | $6,166+59.5% | $5,453+80.4% | $6,407+53.5% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |