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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 | $195,366 | $148,582+31.5% | $135,942+43.7% | $139,456+40.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.24% | 79.26%-56.0pp | 68.28%-45.0pp | 373.45%-350.2pp |
| Employer contribution / active EE | $14,630 | $5,245+178.9% | $4,858+201.2% | $4,753+207.8% |
| Participant deferral / active EE | $7,948 | $8,101-1.9% | $7,759+2.4% | $6,711+18.4% |
| Admin fee / account holder | $0 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |