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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 | $187,097 | $197,637-5.3% | $177,848+5.2% | $158,982+17.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 11.15% | 58.77%-47.6pp | 48.33%-37.2pp | 302.99%-291.8pp |
| Employer contribution / active EE | $9,881 | $6,698+47.5% | $5,919+66.9% | $4,763+107.5% |
| Participant deferral / active EE | $12,245 | $8,405+45.7% | $7,714+58.7% | $5,983+104.7% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |