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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 | $239,607 | $185,883+28.9% | $170,043+40.9% | $139,466+71.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.87% | 60.54%-38.7pp | 53.40%-31.5pp | 373.66%-351.8pp |
| Employer contribution / active EE | $14,399 | $7,596+89.6% | $6,790+112.1% | $4,754+202.9% |
| Participant deferral / active EE | $21,029 | $11,626+80.9% | $10,410+102.0% | $6,712+213.3% |
| Admin fee / account holder | $20 | $15,393-99.9% | $12,824-99.8% | $11,409-99.8% |