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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 | $216,311 | $217,432-0.5% | $185,849+16.4% | $167,536+29.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 23.33% | 148.42%-125.1pp | 122.10%-98.8pp | 478.82%-455.5pp |
| Employer contribution / active EE | $42,500 | $5,875+623.4% | $5,169+722.3% | $4,839+778.3% |
| Participant deferral / active EE | $19,500 | $6,357+206.7% | $5,569+250.2% | $6,342+207.5% |
| Admin fee / account holder | $12 | $19,818-99.9% | $16,244-99.9% | $12,315-99.9% |