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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 | $227,661 | $217,432+4.7% | $185,851+22.5% | $167,553+35.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.56% | 148.43%-135.9pp | 122.11%-109.5pp | 478.89%-466.3pp |
| Employer contribution / active EE | $3,624 | $5,874-38.3% | $5,168-29.9% | $4,840-25.1% |
| Participant deferral / active EE | $6,060 | $6,357-4.7% | $5,569+8.8% | $6,343-4.5% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |