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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 | $231,872 | $148,623+56.0% | $135,974+70.5% | $139,466+66.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.12% | 79.30%-51.2pp | 68.30%-40.2pp | 373.66%-345.5pp |
| Employer contribution / active EE | $25,389 | $5,246+383.9% | $4,859+422.5% | $4,754+434.1% |
| Participant deferral / active EE | $6,244 | $8,103-22.9% | $7,760-19.5% | $6,712-7.0% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |