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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 | $178,876 | $209,425-14.6% | $178,499+0.2% | $158,966+12.5% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 30.34% | 188.80%-158.5pp | 151.10%-120.8pp | 302.95%-272.6pp |
| Employer contribution / active EE | $13,242 | $5,707+132.0% | $5,011+164.2% | $4,762+178.1% |
| Participant deferral / active EE | $6,292 | $5,955+5.7% | $5,202+20.9% | $5,983+5.2% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |