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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 | $200,185 | $165,399+21.0% | $149,745+33.7% | $158,982+25.9% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 9.71% | 348.34%-338.6pp | 276.72%-267.0pp | 302.99%-293.3pp |
| Employer contribution / active EE | $11,444 | $5,105+124.2% | $4,646+146.3% | $4,763+140.3% |
| Participant deferral / active EE | $8,950 | $7,183+24.6% | $6,843+30.8% | $5,983+49.6% |
| Admin fee / account holder | $260 | $10,811-97.6% | $9,312-97.2% | $11,252-97.7% |