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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 | $237,360 | $209,425+13.3% | $178,499+33.0% | $158,966+49.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.43% | 188.80%-172.4pp | 151.10%-134.7pp | 302.95%-286.5pp |
| Employer contribution / active EE | $6,304 | $5,707+10.5% | $5,011+25.8% | $4,762+32.4% |
| Participant deferral / active EE | $6,676 | $5,955+12.1% | $5,202+28.3% | $5,983+11.6% |
| Admin fee / account holder | $70 | $17,078-99.6% | $13,986-99.5% | $11,250-99.4% |