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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 | $200,782 | $185,856+8.0% | $170,028+18.1% | $139,456+44.0% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 18.33% | 60.52%-42.2pp | 53.39%-35.1pp | 373.45%-355.1pp |
| Employer contribution / active EE | $9,461 | $7,593+24.6% | $6,788+39.4% | $4,753+99.1% |
| Participant deferral / active EE | $10,890 | $11,623-6.3% | $10,409+4.6% | $6,711+62.3% |
| Admin fee / account holder | $0 | $15,387-100.0% | $12,820-100.0% | $11,407-100.0% |