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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 | $204,547 | $175,257+16.7% | $149,717+36.6% | $139,456+46.7% |
| Participation rate | 88.2% | 83.4%+4.8pp | 78.8%+9.5pp | 80.3%+7.9pp |
| Annual return | 17.55% | 166.70%-149.2pp | 134.41%-116.9pp | 373.45%-355.9pp |
| Employer contribution / active EE | $6,045 | $5,477+10.4% | $4,820+25.4% | $4,753+27.2% |
| Participant deferral / active EE | $11,386 | $6,521+74.6% | $5,682+100.4% | $6,711+69.6% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |