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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 | $221,429 | $168,635+31.3% | $147,617+50.0% | $125,389+76.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 4.05% | 77.65%-73.6pp | 61.98%-57.9pp | 282.24%-278.2pp |
| Employer contribution / active EE | $17,500 | $6,252+179.9% | $5,564+214.5% | $4,866+259.6% |
| Participant deferral / active EE | $17,076 | $5,507+210.1% | $4,895+248.8% | $5,352+219.1% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |