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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 | $170,799 | $148,623+14.9% | $135,974+25.6% | $139,466+22.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.39% | 79.30%-57.9pp | 68.30%-46.9pp | 373.66%-352.3pp |
| Employer contribution / active EE | $3,157 | $5,246-39.8% | $4,859-35.0% | $4,754-33.6% |
| Participant deferral / active EE | $13,579 | $8,103+67.6% | $7,760+75.0% | $6,712+102.3% |
| Admin fee / account holder | $149 | $12,406-98.8% | $10,767-98.6% | $11,409-98.7% |