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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 | $193,341 | $183,627+5.3% | $155,602+24.3% | $145,978+32.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.63% | 61.32%-49.7pp | 64.81%-53.2pp | 550.52%-538.9pp |
| Employer contribution / active EE | $13,818 | $5,316+159.9% | $4,675+195.5% | $4,662+196.4% |
| Participant deferral / active EE | $11,594 | $6,466+79.3% | $5,629+106.0% | $6,690+73.3% |
| Admin fee / account holder | $20 | $19,327-99.9% | $15,923-99.9% | $13,400-99.8% |