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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 | $200,441 | $157,304+27.4% | $141,197+42.0% | $152,909+31.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 29.63% | 64.34%-34.7pp | 71.41%-41.8pp | 345.46%-315.8pp |
| Employer contribution / active EE | $22,338 | $5,263+324.5% | $4,736+371.6% | $4,764+368.9% |
| Participant deferral / active EE | $19,000 | $7,111+167.2% | $6,710+183.1% | $5,851+224.7% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |