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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 | $220,352 | $197,637+11.5% | $177,848+23.9% | $158,982+38.6% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.7%+2.3pp | 82.0%+8.0pp |
| Annual return | 24.66% | 58.77%-34.1pp | 48.33%-23.7pp | 302.99%-278.3pp |
| Employer contribution / active EE | $8,812 | $6,698+31.6% | $5,919+48.9% | $4,763+85.0% |
| Participant deferral / active EE | $11,085 | $8,405+31.9% | $7,714+43.7% | $5,983+85.3% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |