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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 | $240,818 | $148,623+62.0% | $135,974+77.1% | $139,466+72.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.22% | 79.30%-59.1pp | 68.30%-48.1pp | 373.66%-353.4pp |
| Employer contribution / active EE | $18,407 | $5,246+250.8% | $4,859+278.8% | $4,754+287.2% |
| Participant deferral / active EE | $7,765 | $8,103-4.2% | $7,760+0.1% | $6,712+15.7% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |