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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 | $94,150 | $127,387-26.1% | $115,038-18.2% | $125,389-24.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 248.12% | 31.28%+216.8pp | 26.14%+222.0pp | 282.24%-34.1pp |
| Employer contribution / active EE | $12,999 | $5,166+151.6% | $4,608+182.1% | $4,866+167.1% |
| Participant deferral / active EE | $10,201 | $6,423+58.8% | $6,026+69.3% | $5,352+90.6% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |