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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 | $190,078 | $148,623+27.9% | $135,974+39.8% | $139,466+36.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.49% | 79.30%-58.8pp | 68.30%-47.8pp | 373.66%-353.2pp |
| Employer contribution / active EE | $15,026 | $5,246+186.4% | $4,859+209.3% | $4,754+216.1% |
| Participant deferral / active EE | $12,108 | $8,103+49.4% | $7,760+56.0% | $6,712+80.4% |
| Admin fee / account holder | $20 | $12,406-99.8% | $10,767-99.8% | $11,409-99.8% |