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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 | $237,374 | $209,422+13.3% | $178,503+33.0% | $158,982+49.3% |
| Participation rate | 88.9% | 86.4%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 20.31% | 188.81%-168.5pp | 151.12%-130.8pp | 302.99%-282.7pp |
| Employer contribution / active EE | $48,058 | $5,707+742.1% | $5,011+859.0% | $4,763+909.0% |
| Participant deferral / active EE | $2,889 | $5,955-51.5% | $5,202-44.5% | $5,983-51.7% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |