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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 | $218,441 | $178,174+22.6% | $156,181+39.9% | $137,256+59.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.99% | 84.19%-71.2pp | 64.87%-51.9pp | 220.34%-207.4pp |
| Employer contribution / active EE | $5,857 | $4,972+17.8% | $4,294+36.4% | $4,156+40.9% |
| Participant deferral / active EE | $11,322 | $6,888+64.4% | $6,132+84.6% | $6,407+76.7% |
| Admin fee / account holder | $30 | $17,404-99.8% | $14,586-99.8% | $12,270-99.8% |