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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 | $145,231 | $127,387+14.0% | $115,038+26.2% | $125,389+15.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 60.69% | 31.28%+29.4pp | 26.14%+34.5pp | 282.24%-221.6pp |
| Employer contribution / active EE | $23,770 | $5,166+360.1% | $4,608+415.8% | $4,866+388.5% |
| Participant deferral / active EE | $15,600 | $6,423+142.9% | $6,026+158.9% | $5,352+191.5% |
| Admin fee / account holder | $204 | $9,516-97.9% | $8,175-97.5% | $9,541-97.9% |