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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 | $168,783 | $148,582+13.6% | $135,942+24.2% | $139,456+21.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.87% | 79.26%-61.4pp | 68.28%-50.4pp | 373.45%-355.6pp |
| Employer contribution / active EE | $1,897 | $5,245-63.8% | $4,858-60.9% | $4,753-60.1% |
| Participant deferral / active EE | $12,375 | $8,101+52.8% | $7,759+59.5% | $6,711+84.4% |
| Admin fee / account holder | $40 | $12,402-99.7% | $10,764-99.6% | $11,407-99.6% |