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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 | $230,769 | $157,304+46.7% | $141,197+63.4% | $152,909+50.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.36% | 64.34%-37.0pp | 71.41%-44.0pp | 345.46%-318.1pp |
| Employer contribution / active EE | $19,019 | $5,263+261.4% | $4,736+301.6% | $4,764+299.2% |
| Participant deferral / active EE | $20,638 | $7,111+190.2% | $6,710+207.6% | $5,851+252.7% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |