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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 | $213,171 | $185,883+14.7% | $170,043+25.4% | $139,466+52.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 26.07% | 60.54%-34.5pp | 53.40%-27.3pp | 373.66%-347.6pp |
| Employer contribution / active EE | $5,746 | $7,596-24.4% | $6,790-15.4% | $4,754+20.9% |
| Participant deferral / active EE | $13,877 | $11,626+19.4% | $10,410+33.3% | $6,712+106.8% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |