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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 | $171,671 | $185,905-7.7% | $170,057+0.9% | $139,487+23.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 28.95% | 60.56%-31.6pp | 53.42%-24.5pp | 373.84%-344.9pp |
| Employer contribution / active EE | $10,180 | $7,597+34.0% | $6,790+49.9% | $4,755+114.1% |
| Participant deferral / active EE | $17,220 | $11,627+48.1% | $10,411+65.4% | $6,713+156.5% |
| Admin fee / account holder | $20 | $15,397-99.9% | $12,826-99.8% | $11,407-99.8% |