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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 | $222,896 | $201,370+10.7% | $184,256+21.0% | $145,897+52.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.69% | 29.05%-7.4pp | 28.85%-7.2pp | 552.29%-530.6pp |
| Employer contribution / active EE | $18,201 | $7,024+159.1% | $6,427+183.2% | $4,663+290.4% |
| Participant deferral / active EE | $9,076 | $9,808-7.5% | $9,133-0.6% | $6,689+35.7% |
| Admin fee / account holder | $56 | $16,364-99.7% | $13,899-99.6% | $13,390-99.6% |