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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 | $219,155 | $185,905+17.9% | $170,057+28.9% | $139,487+57.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.47% | 60.56%-46.1pp | 53.42%-38.9pp | 373.84%-359.4pp |
| Employer contribution / active EE | $15,309 | $7,597+101.5% | $6,790+125.4% | $4,755+222.0% |
| Participant deferral / active EE | $15,873 | $11,627+36.5% | $10,411+52.5% | $6,713+136.5% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |