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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 | $167,329 | $185,883-10.0% | $170,043-1.6% | $139,466+20.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.82% | 60.54%-42.7pp | 53.40%-35.6pp | 373.66%-355.8pp |
| Employer contribution / active EE | $9,055 | $7,596+19.2% | $6,790+33.4% | $4,754+90.5% |
| Participant deferral / active EE | $11,196 | $11,626-3.7% | $10,410+7.5% | $6,712+66.8% |
| Admin fee / account holder | $62 | $15,393-99.6% | $12,824-99.5% | $11,409-99.5% |