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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 | $239,185 | $165,381+44.6% | $149,730+59.7% | $158,966+50.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 1029.92% | 348.29%+681.6pp | 276.70%+753.2pp | 302.95%+727.0pp |
| Employer contribution / active EE | $10,352 | $5,104+102.8% | $4,645+122.9% | $4,762+117.4% |
| Participant deferral / active EE | $8,217 | $7,182+14.4% | $6,843+20.1% | $5,983+37.3% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |