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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 | $185,731 | $217,432-14.6% | $185,851-0.1% | $167,553+10.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 29.99% | 148.43%-118.4pp | 122.11%-92.1pp | 478.89%-448.9pp |
| Employer contribution / active EE | $21,324 | $5,874+263.0% | $5,168+312.6% | $4,840+340.6% |
| Participant deferral / active EE | $6,974 | $6,357+9.7% | $5,569+25.2% | $6,343+10.0% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |