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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 | $233,009 | $175,231+33.0% | $149,696+55.7% | $139,466+67.1% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 18.24% | 166.77%-148.5pp | 134.46%-116.2pp | 373.66%-355.4pp |
| Employer contribution / active EE | $17,209 | $5,478+214.2% | $4,821+257.0% | $4,754+262.0% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |