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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 | $212,024 | $160,028+32.5% | $147,080+44.2% | $145,884+45.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.51% | 98.60%-88.1pp | 420.17%-409.7pp | 551.85%-541.3pp |
| Employer contribution / active EE | $9,602 | $5,286+81.7% | $4,933+94.6% | $4,662+106.0% |
| Participant deferral / active EE | $13,154 | $8,422+56.2% | $8,066+63.1% | $6,690+96.6% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |