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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 | $223,145 | $217,432+2.6% | $185,851+20.1% | $167,553+33.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.71% | 148.43%-132.7pp | 122.11%-106.4pp | 478.89%-463.2pp |
| Employer contribution / active EE | $10,012 | $5,874+70.4% | $5,168+93.7% | $4,840+106.9% |
| Participant deferral / active EE | $7,162 | $6,357+12.7% | $5,569+28.6% | $6,343+12.9% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |