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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 | $169,926 | $157,276+8.0% | $141,177+20.4% | $152,885+11.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.20% | 64.33%-49.1pp | 71.40%-56.2pp | 345.39%-330.2pp |
| Employer contribution / active EE | $37,230 | $5,262+607.6% | $4,736+686.2% | $4,763+681.6% |
| Participant deferral / active EE | $12,401 | $7,110+74.4% | $6,710+84.8% | $5,851+112.0% |
| Admin fee / account holder | $16 | $12,123-99.9% | $10,263-99.8% | $11,598-99.9% |