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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 | $157,636 | $157,304+0.2% | $141,197+11.6% | $152,909+3.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.92% | 64.34%-48.4pp | 71.41%-55.5pp | 345.46%-329.5pp |
| Employer contribution / active EE | $7,220 | $5,263+37.2% | $4,736+52.5% | $4,764+51.6% |
| Participant deferral / active EE | $15,458 | $7,111+117.4% | $6,710+130.4% | $5,851+164.2% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |