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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 | $198,492 | $183,627+8.1% | $155,602+27.6% | $145,978+36.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.50% | 61.32%-44.8pp | 64.81%-48.3pp | 550.52%-534.0pp |
| Employer contribution / active EE | $11,472 | $5,316+115.8% | $4,675+145.4% | $4,662+146.1% |
| Participant deferral / active EE | $11,774 | $6,466+82.1% | $5,629+109.2% | $6,690+76.0% |
| Admin fee / account holder | $139 | $19,327-99.3% | $15,923-99.1% | $13,400-99.0% |