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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 | $242,351 | $148,623+63.1% | $135,974+78.2% | $139,466+73.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.66% | 79.30%-58.6pp | 68.30%-47.6pp | 373.66%-353.0pp |
| Employer contribution / active EE | $11,659 | $5,246+122.2% | $4,859+139.9% | $4,754+145.2% |
| Participant deferral / active EE | $17,020 | $8,103+110.1% | $7,760+119.3% | $6,712+153.6% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |