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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 | $204,236 | $165,399+23.5% | $149,745+36.4% | $158,982+28.5% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.7pp |
| Annual return | 22.89% | 348.34%-325.4pp | 276.72%-253.8pp | 302.99%-280.1pp |
| Employer contribution / active EE | $9,972 | $5,105+95.4% | $4,646+114.7% | $4,763+109.4% |
| Participant deferral / active EE | $14,836 | $7,183+106.5% | $6,843+116.8% | $5,983+147.9% |
| Admin fee / account holder | $72 | $10,811-99.3% | $9,312-99.2% | $11,252-99.4% |