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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 | $217,322 | $197,625+10.0% | $177,840+22.2% | $158,966+36.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 7.41% | 58.76%-51.4pp | 48.32%-40.9pp | 302.95%-295.5pp |
| Employer contribution / active EE | $16,250 | $6,698+142.6% | $5,919+174.6% | $4,762+241.2% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |