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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 | $200,662 | $197,637+1.5% | $177,848+12.8% | $158,982+26.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.99% | 58.77%-42.8pp | 48.33%-32.3pp | 302.99%-287.0pp |
| Employer contribution / active EE | $13,132 | $6,698+96.1% | $5,919+121.9% | $4,763+175.7% |
| Participant deferral / active EE | $13,287 | $8,405+58.1% | $7,714+72.3% | $5,983+122.1% |
| Admin fee / account holder | $52 | $15,406-99.7% | $12,431-99.6% | $11,252-99.5% |