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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 | $183,968+17.6% | $162,166+33.4% | $152,870+41.5% |
| Participation rate | 84.6% | 88.5%-3.9pp | 87.6%-2.9pp | 82.4%+2.2pp |
| Annual return | 22.45% | 150.77%-128.3pp | 115.59%-93.1pp | 345.34%-322.9pp |
| Employer contribution / active EE | $17,497 | $6,371+174.7% | $5,614+211.7% | $4,763+267.4% |
| Participant deferral / active EE | $17,446 | $8,034+117.2% | $7,298+139.1% | $5,850+198.2% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,842-100.0% | $11,597-100.0% |