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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 | $249,262 | $209,422+19.0% | $178,503+39.6% | $158,982+56.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.27% | 188.81%-177.5pp | 151.12%-139.9pp | 302.99%-291.7pp |
| Employer contribution / active EE | $24,333 | $5,707+326.4% | $5,011+385.6% | $4,763+410.9% |
| Participant deferral / active EE | $8,125 | $5,955+36.4% | $5,202+56.2% | $5,983+35.8% |
| Admin fee / account holder | $3 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |