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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 | $223,789 | $183,516+21.9% | $155,534+43.9% | $145,884+53.4% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 13.07% | 61.43%-48.4pp | 64.92%-51.9pp | 551.85%-538.8pp |
| Employer contribution / active EE | $12,370 | $5,315+132.8% | $4,675+164.6% | $4,662+165.3% |
| Participant deferral / active EE | $7,811 | $6,467+20.8% | $5,630+38.7% | $6,690+16.8% |
| Admin fee / account holder | $199 | $19,293-99.0% | $15,900-98.7% | $13,392-98.5% |