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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 | $203,626 | $166,020+22.7% | $164,866+23.5% | $145,959+39.5% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.6%+13.7pp | 80.3%+12.0pp |
| Annual return | 11.73% | 100.08%-88.4pp | 69.97%-58.2pp | 561.95%-550.2pp |
| Employer contribution / active EE | $14,772 | $5,275+180.1% | $4,343+240.2% | $4,661+217.0% |
| Participant deferral / active EE | $8,570 | $6,961+23.1% | $6,033+42.1% | $6,689+28.1% |
| Admin fee / account holder | $1 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |