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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 | $156,757 | $148,582+5.5% | $135,942+15.3% | $139,456+12.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.73% | 79.26%-54.5pp | 68.28%-43.5pp | 373.45%-348.7pp |
| Employer contribution / active EE | $3,263 | $5,245-37.8% | $4,858-32.8% | $4,753-31.4% |
| Participant deferral / active EE | $9,877 | $8,101+21.9% | $7,759+27.3% | $6,711+47.2% |
| Admin fee / account holder | $19 | $12,402-99.8% | $10,764-99.8% | $11,407-99.8% |