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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 | $216,355 | $198,457+9.0% | $170,435+26.9% | $147,586+46.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.45% | 257.30%-241.9pp | 205.94%-190.5pp | 578.59%-563.1pp |
| Employer contribution / active EE | $7,723 | $6,183+24.9% | $5,432+42.2% | $4,876+58.4% |
| Participant deferral / active EE | $8,246 | $5,629+46.5% | $4,939+66.9% | $5,439+51.6% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |