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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 | $239,146 | $209,422+14.2% | $178,503+34.0% | $158,982+50.4% |
| Participation rate | 95.0% | 86.4%+8.6pp | 81.9%+13.1pp | 82.0%+13.0pp |
| Annual return | 20.25% | 188.81%-168.6pp | 151.12%-130.9pp | 302.99%-282.7pp |
| Employer contribution / active EE | $6,045 | $5,707+5.9% | $5,011+20.6% | $4,763+26.9% |
| Participant deferral / active EE | $9,068 | $5,955+52.3% | $5,202+74.3% | $5,983+51.5% |
| Admin fee / account holder | $213 | $17,079-98.8% | $13,987-98.5% | $11,252-98.1% |