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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 | $236,958 | $185,312+27.9% | $161,489+46.7% | $154,746+53.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.48% | 103.84%-90.4pp | 89.72%-76.2pp | 172.34%-158.9pp |
| Employer contribution / active EE | $14,738 | $4,769+209.0% | $4,268+245.3% | $4,379+236.5% |
| Participant deferral / active EE | $6,676 | $6,350+5.1% | $5,630+18.6% | $6,730-0.8% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |