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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 | $216,324 | $184,000+17.6% | $162,185+33.4% | $152,909+41.5% |
| Participation rate | 84.6% | 88.5%-3.9pp | 87.6%-2.9pp | 82.5%+2.2pp |
| Annual return | 22.45% | 150.80%-128.3pp | 115.61%-93.2pp | 345.46%-323.0pp |
| Employer contribution / active EE | $17,497 | $6,370+174.7% | $5,613+211.7% | $4,764+267.3% |
| Participant deferral / active EE | $17,446 | $8,033+117.2% | $7,297+139.1% | $5,851+198.2% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |