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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 | $146,660 | $183,516-20.1% | $155,534-5.7% | $145,884+0.5% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 11.08% | 61.43%-50.3pp | 64.92%-53.8pp | 551.85%-540.8pp |
| Employer contribution / active EE | $10,267 | $5,315+93.2% | $4,675+119.6% | $4,662+120.2% |
| Participant deferral / active EE | $7,847 | $6,467+21.4% | $5,630+39.4% | $6,690+17.3% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |