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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 | $238,783 | $148,623+60.7% | $135,974+75.6% | $139,466+71.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.21% | 79.30%-62.1pp | 68.30%-51.1pp | 373.66%-356.5pp |
| Employer contribution / active EE | $35,358 | $5,246+574.0% | $4,859+627.7% | $4,754+643.8% |
| Participant deferral / active EE | $24,514 | $8,103+202.5% | $7,760+215.9% | $6,712+265.2% |
| Admin fee / account holder | $13 | $12,406-99.9% | $10,767-99.9% | $11,409-99.9% |