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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 | $193,341 | $183,592+5.3% | $155,567+24.3% | $145,959+32.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.63% | 61.24%-49.6pp | 64.74%-53.1pp | 561.95%-550.3pp |
| Employer contribution / active EE | $13,818 | $5,315+160.0% | $4,674+195.6% | $4,661+196.5% |
| Participant deferral / active EE | $11,594 | $6,464+79.4% | $5,628+106.0% | $6,689+73.3% |
| Admin fee / account holder | $20 | $19,318-99.9% | $15,916-99.9% | $13,398-99.8% |