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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 | $223,953 | $183,627+22.0% | $155,602+43.9% | $145,978+53.4% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 15.42% | 61.32%-45.9pp | 64.81%-49.4pp | 550.52%-535.1pp |
| Employer contribution / active EE | $10,167 | $5,316+91.2% | $4,675+117.5% | $4,662+118.1% |
| Participant deferral / active EE | $8,624 | $6,466+33.4% | $5,629+53.2% | $6,690+28.9% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |