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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 | $229,676 | $165,399+38.9% | $149,745+53.4% | $158,982+44.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.08% | 348.34%-334.3pp | 276.72%-262.6pp | 302.99%-288.9pp |
| Employer contribution / active EE | $14,970 | $5,105+193.3% | $4,646+222.2% | $4,763+214.3% |
| Participant deferral / active EE | $17,333 | $7,183+141.3% | $6,843+153.3% | $5,983+189.7% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |