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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 | $176,786 | $166,089+6.4% | $164,928+7.2% | $145,978+21.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.44% | 100.26%-85.8pp | 70.08%-55.6pp | 550.52%-536.1pp |
| Employer contribution / active EE | $2,517 | $5,276-52.3% | $4,343-42.1% | $4,662-46.0% |
| Participant deferral / active EE | $13,585 | $6,961+95.1% | $6,034+125.2% | $6,690+103.1% |
| Admin fee / account holder | $55 | $16,641-99.7% | $12,684-99.6% | $13,400-99.6% |