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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 | $172,491 | $169,336+1.9% | $129,384+33.3% | $145,884+18.2% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 9.16% | 14408.70%-14399.5pp | 9461.77%-9452.6pp | 551.85%-542.7pp |
| Employer contribution / active EE | $978 | $5,540-82.3% | $4,153-76.5% | $4,662-79.0% |
| Participant deferral / active EE | $8,463 | $4,985+69.8% | $4,166+103.1% | $6,690+26.5% |
| Admin fee / account holder | $0 | $9,912-100.0% | $7,686-100.0% | $13,392-100.0% |