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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 | $218,940 | $185,883+17.8% | $170,043+28.8% | $139,466+57.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.08% | 60.54%-42.5pp | 53.40%-35.3pp | 373.66%-355.6pp |
| Employer contribution / active EE | $31,310 | $7,596+312.2% | $6,790+361.1% | $4,754+558.6% |
| Participant deferral / active EE | $19,289 | $11,626+65.9% | $10,410+85.3% | $6,712+187.4% |
| Admin fee / account holder | $29 | $15,393-99.8% | $12,824-99.8% | $11,409-99.7% |