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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 | $154,692 | $148,623+4.1% | $135,974+13.8% | $139,466+10.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.28% | 79.30%-62.0pp | 68.30%-51.0pp | 373.66%-356.4pp |
| Employer contribution / active EE | $8,542 | $5,246+62.8% | $4,859+75.8% | $4,754+79.7% |
| Participant deferral / active EE | $4,562 | $8,103-43.7% | $7,760-41.2% | $6,712-32.0% |
| Admin fee / account holder | $157 | $12,406-98.7% | $10,767-98.5% | $11,409-98.6% |