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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 | $165,324 | $148,623+11.2% | $135,974+21.6% | $139,466+18.5% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 24.15% | 79.30%-55.1pp | 68.30%-44.2pp | 373.66%-349.5pp |
| Employer contribution / active EE | $24,531 | $5,246+367.6% | $4,859+404.9% | $4,754+416.0% |
| Participant deferral / active EE | $13,500 | $8,103+66.6% | $7,760+74.0% | $6,712+101.1% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |