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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 | $182,906 | $183,516-0.3% | $155,534+17.6% | $145,884+25.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.74% | 61.43%-40.7pp | 64.92%-44.2pp | 551.85%-531.1pp |
| Employer contribution / active EE | $20,968 | $5,315+294.5% | $4,675+348.5% | $4,662+349.7% |
| Participant deferral / active EE | $11,846 | $6,467+83.2% | $5,630+110.4% | $6,690+77.1% |
| Admin fee / account holder | $11 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |