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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 | $234,540 | $165,399+41.8% | $149,745+56.6% | $158,982+47.5% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 29.93% | 348.34%-318.4pp | 276.72%-246.8pp | 302.99%-273.1pp |
| Employer contribution / active EE | $12,375 | $5,105+142.4% | $4,646+166.4% | $4,763+159.8% |
| Participant deferral / active EE | $14,846 | $7,183+106.7% | $6,843+117.0% | $5,983+148.1% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |