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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 | $207,449 | $183,592+13.0% | $155,574+33.3% | $145,877+42.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.35% | 61.37%-42.0pp | 64.87%-45.5pp | 551.28%-531.9pp |
| Employer contribution / active EE | $7,126 | $5,317+34.0% | $4,676+52.4% | $4,663+52.8% |
| Participant deferral / active EE | $10,163 | $6,466+57.2% | $5,629+80.5% | $6,691+51.9% |
| Admin fee / account holder | $290 | $19,316-98.5% | $15,914-98.2% | $13,402-97.8% |