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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 | $211,844 | $185,856+14.0% | $170,028+24.6% | $139,456+51.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.86% | 60.52%-42.7pp | 53.39%-35.5pp | 373.45%-355.6pp |
| Employer contribution / active EE | $16,427 | $7,593+116.3% | $6,788+142.0% | $4,753+245.6% |
| Participant deferral / active EE | $6,444 | $11,623-44.6% | $10,409-38.1% | $6,711-4.0% |
| Admin fee / account holder | $78 | $15,387-99.5% | $12,820-99.4% | $11,407-99.3% |