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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 | $194,538 | $183,592+6.0% | $155,567+25.1% | $145,959+33.3% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 11.35% | 61.24%-49.9pp | 64.74%-53.4pp | 561.95%-550.6pp |
| Employer contribution / active EE | $6,844 | $5,315+28.8% | $4,674+46.4% | $4,661+46.8% |
| Participant deferral / active EE | $4,472 | $6,464-30.8% | $5,628-20.5% | $6,689-33.1% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |