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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 | $155,604 | $197,637-21.3% | $177,848-12.5% | $158,982-2.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.52% | 58.77%-45.2pp | 48.33%-34.8pp | 302.99%-289.5pp |
| Employer contribution / active EE | $11,740 | $6,698+75.3% | $5,919+98.3% | $4,763+146.5% |
| Participant deferral / active EE | $10,592 | $8,405+26.0% | $7,714+37.3% | $5,983+77.0% |
| Admin fee / account holder | $157 | $15,406-99.0% | $12,431-98.7% | $11,252-98.6% |