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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 | $196,649 | $157,296+25.0% | $141,191+39.3% | $152,897+28.6% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.5%+2.2pp |
| Annual return | 27.35% | 64.34%-37.0pp | 71.41%-44.1pp | 345.43%-318.1pp |
| Employer contribution / active EE | $9,085 | $5,262+72.6% | $4,736+91.8% | $4,764+90.7% |
| Participant deferral / active EE | $11,714 | $7,111+64.7% | $6,710+74.6% | $5,851+100.2% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |