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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 | $202,184 | $148,629+36.0% | $135,982+48.7% | $139,487+44.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.86% | 79.33%-59.5pp | 68.32%-48.5pp | 373.84%-354.0pp |
| Employer contribution / active EE | $16,671 | $5,247+217.7% | $4,859+243.1% | $4,755+250.6% |
| Participant deferral / active EE | $8,630 | $8,102+6.5% | $7,760+11.2% | $6,713+28.6% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |