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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 | $128,593 | $198,457-35.2% | $170,435-24.5% | $147,586-12.9% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 36.35% | 257.30%-221.0pp | 205.94%-169.6pp | 578.59%-542.2pp |
| Employer contribution / active EE | $12,150 | $6,183+96.5% | $5,432+123.7% | $4,876+149.2% |
| Participant deferral / active EE | $15,300 | $5,629+171.8% | $4,939+209.8% | $5,439+181.3% |
| Admin fee / account holder | $27 | $16,852-99.8% | $13,881-99.8% | $10,886-99.8% |