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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 | $246,191 | $209,336+17.6% | $197,124+24.9% | $137,256+79.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 21.19% | 48.09%-26.9pp | 44.34%-23.2pp | 220.34%-199.1pp |
| Employer contribution / active EE | $19,434 | $6,591+194.9% | $6,227+212.1% | $4,156+367.6% |
| Participant deferral / active EE | $11,750 | $9,614+22.2% | $9,135+28.6% | $6,407+83.4% |
| Admin fee / account holder | $19 | $17,308-99.9% | $16,298-99.9% | $12,270-99.8% |