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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 | $152,354 | $148,629+2.5% | $135,982+12.0% | $139,487+9.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.75% | 79.33%-55.6pp | 68.32%-44.6pp | 373.84%-350.1pp |
| Employer contribution / active EE | $4,058 | $5,247-22.7% | $4,859-16.5% | $4,755-14.7% |
| Participant deferral / active EE | $9,480 | $8,102+17.0% | $7,760+22.2% | $6,713+41.2% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |