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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 | $188,310 | $157,296+19.7% | $141,191+33.4% | $152,897+23.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 29.77% | 64.34%-34.6pp | 71.41%-41.6pp | 345.43%-315.7pp |
| Employer contribution / active EE | $20,677 | $5,262+292.9% | $4,736+336.6% | $4,764+334.1% |
| Participant deferral / active EE | $3,343 | $7,111-53.0% | $6,710-50.2% | $5,851-42.9% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |