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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 | $176,167 | $162,136+8.7% | $152,301+15.7% | $154,746+13.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 25.16% | 91.02%-65.9pp | 80.50%-55.3pp | 172.34%-147.2pp |
| Employer contribution / active EE | $2,500 | $4,890-48.9% | $4,624-45.9% | $4,379-42.9% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |