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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 | $242,700 | $226,090+7.3% | $182,531+33.0% | $152,885+58.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 19.58% | 192.57%-173.0pp | 148.57%-129.0pp | 345.39%-325.8pp |
| Employer contribution / active EE | $15,425 | $4,978+209.9% | $4,075+278.5% | $4,763+223.8% |
| Participant deferral / active EE | $17,808 | $6,369+179.6% | $5,525+222.3% | $5,851+204.4% |
| Admin fee / account holder | $0 | $10,705-100.0% | $8,593-100.0% | $11,598-100.0% |