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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 | $239,033 | $157,304+52.0% | $141,197+69.3% | $152,909+56.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.81% | 64.34%-36.5pp | 71.41%-43.6pp | 345.46%-317.7pp |
| Employer contribution / active EE | $23,800 | $5,263+352.3% | $4,736+402.5% | $4,764+399.6% |
| Participant deferral / active EE | $18,842 | $7,111+165.0% | $6,710+180.8% | $5,851+222.0% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |