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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 | $212,346 | $197,637+7.4% | $177,848+19.4% | $158,982+33.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.57% | 58.77%-41.2pp | 48.33%-30.8pp | 302.99%-285.4pp |
| Employer contribution / active EE | $15,066 | $6,698+124.9% | $5,919+154.6% | $4,763+216.3% |
| Participant deferral / active EE | $9,349 | $8,405+11.2% | $7,714+21.2% | $5,983+56.3% |
| Admin fee / account holder | $139 | $15,406-99.1% | $12,431-98.9% | $11,252-98.8% |