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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 | $187,997 | $166,268+13.1% | $165,100+13.9% | $145,897+28.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.19% | 100.52%-86.3pp | 70.21%-56.0pp | 552.29%-538.1pp |
| Employer contribution / active EE | $8,713 | $5,284+64.9% | $4,348+100.4% | $4,663+86.9% |
| Participant deferral / active EE | $21,681 | $6,964+211.3% | $6,035+259.2% | $6,689+224.1% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |