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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 | $169,131 | $129,737+30.4% | $119,126+42.0% | $154,746+9.3% |
| Participation rate | 91.7% | 78.9%+12.8pp | 75.8%+15.9pp | 80.7%+11.0pp |
| Annual return | 14.73% | 379.08%-364.3pp | 282.11%-267.4pp | 172.34%-157.6pp |
| Employer contribution / active EE | $10,841 | $4,375+147.8% | $4,034+168.8% | $4,379+147.6% |
| Participant deferral / active EE | $7,666 | $5,842+31.2% | $5,318+44.2% | $6,730+13.9% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |