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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 | $207,759 | $183,539+13.2% | $155,556+33.6% | $145,897+42.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.08% | 61.31%-49.2pp | 64.84%-52.8pp | 552.29%-540.2pp |
| Employer contribution / active EE | $8,820 | $5,315+65.9% | $4,675+88.7% | $4,663+89.2% |
| Participant deferral / active EE | $6,168 | $6,467-4.6% | $5,631+9.5% | $6,689-7.8% |
| Admin fee / account holder | $2 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |