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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 | $180,121 | $157,304+14.5% | $141,197+27.6% | $152,909+17.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.90% | 64.34%-46.4pp | 71.41%-53.5pp | 345.46%-327.6pp |
| Employer contribution / active EE | $14,567 | $5,263+176.8% | $4,736+207.6% | $4,764+205.8% |
| Participant deferral / active EE | $7,017 | $7,111-1.3% | $6,710+4.6% | $5,851+19.9% |
| Admin fee / account holder | $196 | $12,126-98.4% | $10,265-98.1% | $11,601-98.3% |