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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 | $237,136 | $148,623+59.6% | $135,974+74.4% | $139,466+70.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.55% | 79.30%-58.7pp | 68.30%-47.8pp | 373.66%-353.1pp |
| Employer contribution / active EE | $17,071 | $5,246+225.4% | $4,859+251.3% | $4,754+259.1% |
| Participant deferral / active EE | $8,941 | $8,103+10.4% | $7,760+15.2% | $6,712+33.2% |
| Admin fee / account holder | $25 | $12,406-99.8% | $10,767-99.8% | $11,409-99.8% |