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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 | $209,028 | $183,592+13.9% | $155,574+34.4% | $145,877+43.3% |
| Participation rate | 93.8% | 82.7%+11.1pp | 78.2%+15.5pp | 80.3%+13.4pp |
| Annual return | 14.45% | 61.37%-46.9pp | 64.87%-50.4pp | 551.28%-536.8pp |
| Employer contribution / active EE | $9,458 | $5,317+77.9% | $4,676+102.3% | $4,663+102.8% |
| Participant deferral / active EE | $7,114 | $6,466+10.0% | $5,629+26.4% | $6,691+6.3% |
| Admin fee / account holder | $57 | $19,316-99.7% | $15,914-99.6% | $13,402-99.6% |