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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 | $163,304 | $148,629+9.9% | $135,982+20.1% | $139,487+17.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.78% | 79.33%-55.5pp | 68.32%-44.5pp | 373.84%-350.1pp |
| Employer contribution / active EE | $15,377 | $5,247+193.1% | $4,859+216.5% | $4,755+223.4% |
| Participant deferral / active EE | $11,658 | $8,102+43.9% | $7,760+50.2% | $6,713+73.7% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |