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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 | $239,201 | $197,637+21.0% | $177,848+34.5% | $158,982+50.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 23.21% | 58.77%-35.6pp | 48.33%-25.1pp | 302.99%-279.8pp |
| Employer contribution / active EE | $11,790 | $6,698+76.0% | $5,919+99.2% | $4,763+147.5% |
| Participant deferral / active EE | $8,498 | $8,405+1.1% | $7,714+10.2% | $5,983+42.0% |
| Admin fee / account holder | $20 | $15,406-99.9% | $12,431-99.8% | $11,252-99.8% |