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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 | $225,048 | $196,972+14.3% | $182,262+23.5% | $198,609+13.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 12.41% | 158.27%-145.9pp | 140.60%-128.2pp | 202.70%-190.3pp |
| Employer contribution / active EE | $17,353 | $5,364+223.5% | $5,046+243.9% | $5,055+243.3% |
| Participant deferral / active EE | $13,197 | $8,643+52.7% | $8,276+59.5% | $6,977+89.2% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |