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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 | $236,750 | $185,856+27.4% | $170,028+39.2% | $139,456+69.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 25.01% | 60.52%-35.5pp | 53.39%-28.4pp | 373.45%-348.4pp |
| Employer contribution / active EE | $3,864 | $7,593-49.1% | $6,788-43.1% | $4,753-18.7% |
| Participant deferral / active EE | $17,415 | $11,623+49.8% | $10,409+67.3% | $6,711+159.5% |
| Admin fee / account holder | $0 | $15,387-100.0% | $12,820-100.0% | $11,407-100.0% |