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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 | $177,481 | $156,398+13.5% | $147,318+20.5% | $138,895+27.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 51.05% | 78.75%-27.7pp | 70.43%-19.4pp | 145.39%-94.3pp |
| Employer contribution / active EE | $11,073 | $4,853+128.2% | $4,593+141.1% | $4,194+164.0% |
| Participant deferral / active EE | $11,430 | $8,237+38.8% | $7,906+44.6% | $6,396+78.7% |
| Admin fee / account holder | $9 | $14,976-99.9% | $13,708-99.9% | $12,562-99.9% |