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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 | $241,079 | $183,592+31.3% | $155,567+55.0% | $145,959+65.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 29.00% | 61.24%-32.2pp | 64.74%-35.7pp | 561.95%-533.0pp |
| Employer contribution / active EE | $18,617 | $5,315+250.3% | $4,674+298.3% | $4,661+299.4% |
| Participant deferral / active EE | $15,250 | $6,464+135.9% | $5,628+171.0% | $6,689+128.0% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |