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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 | $240,139 | $148,629+61.6% | $135,982+76.6% | $139,487+72.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.46% | 79.33%-66.9pp | 68.32%-55.9pp | 373.84%-361.4pp |
| Employer contribution / active EE | $11,615 | $5,247+121.4% | $4,859+139.0% | $4,755+144.3% |
| Participant deferral / active EE | $6,455 | $8,102-20.3% | $7,760-16.8% | $6,713-3.8% |
| Admin fee / account holder | $12 | $12,406-99.9% | $10,767-99.9% | $11,407-99.9% |