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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 | $243,751 | $185,883+31.1% | $170,043+43.3% | $139,466+74.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.10% | 60.54%-42.4pp | 53.40%-35.3pp | 373.66%-355.6pp |
| Employer contribution / active EE | $4,736 | $7,596-37.7% | $6,790-30.2% | $4,754-0.4% |
| Participant deferral / active EE | $13,726 | $11,626+18.1% | $10,410+31.8% | $6,712+104.5% |
| Admin fee / account holder | $54 | $15,393-99.6% | $12,824-99.6% | $11,409-99.5% |