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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 | $191,655 | $166,268+15.3% | $165,100+16.1% | $145,897+31.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 23.95% | 100.52%-76.6pp | 70.21%-46.3pp | 552.29%-528.3pp |
| Employer contribution / active EE | $24,506 | $5,284+363.8% | $4,348+463.6% | $4,663+425.6% |
| Participant deferral / active EE | $16,484 | $6,964+136.7% | $6,035+173.1% | $6,689+146.4% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |