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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 | $246,929 | $185,905+32.8% | $170,057+45.2% | $139,487+77.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.77% | 60.56%-43.8pp | 53.42%-36.6pp | 373.84%-357.1pp |
| Employer contribution / active EE | $13,651 | $7,597+79.7% | $6,790+101.0% | $4,755+187.1% |
| Participant deferral / active EE | $7,750 | $11,627-33.3% | $10,411-25.6% | $6,713+15.5% |
| Admin fee / account holder | $108 | $15,397-99.3% | $12,826-99.2% | $11,407-99.1% |