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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 | $235,119 | $148,623+58.2% | $135,974+72.9% | $139,466+68.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.67% | 79.30%-55.6pp | 68.30%-44.6pp | 373.66%-350.0pp |
| Employer contribution / active EE | $9,377 | $5,246+78.7% | $4,859+93.0% | $4,754+97.2% |
| Participant deferral / active EE | $20,000 | $8,103+146.8% | $7,760+157.7% | $6,712+198.0% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |