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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 | $193,355 | $196,972-1.8% | $182,262+6.1% | $198,609-2.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 15.05% | 158.27%-143.2pp | 140.60%-125.5pp | 202.70%-187.6pp |
| Employer contribution / active EE | $20,736 | $5,364+286.6% | $5,046+311.0% | $5,055+310.2% |
| Participant deferral / active EE | $13,576 | $8,643+57.1% | $8,276+64.0% | $6,977+94.6% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |