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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 | $154,262 | $148,629+3.8% | $135,982+13.4% | $139,487+10.6% |
| Participation rate | 93.3% | 83.9%+9.5pp | 81.9%+11.4pp | 80.3%+13.0pp |
| Annual return | 24.32% | 79.33%-55.0pp | 68.32%-44.0pp | 373.84%-349.5pp |
| Employer contribution / active EE | $11,690 | $5,247+122.8% | $4,859+140.6% | $4,755+145.9% |
| Participant deferral / active EE | $10,607 | $8,102+30.9% | $7,760+36.7% | $6,713+58.0% |
| Admin fee / account holder | $117 | $12,406-99.1% | $10,767-98.9% | $11,407-99.0% |