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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 | $170,023 | $157,304+8.1% | $141,197+20.4% | $152,909+11.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.67% | 64.34%-43.7pp | 71.41%-50.7pp | 345.46%-324.8pp |
| Employer contribution / active EE | $8,893 | $5,263+69.0% | $4,736+87.8% | $4,764+86.7% |
| Participant deferral / active EE | $6,823 | $7,111-4.1% | $6,710+1.7% | $5,851+16.6% |
| Admin fee / account holder | $118 | $12,126-99.0% | $10,265-98.9% | $11,601-99.0% |