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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 | $180,677 | $175,259+3.1% | $149,723+20.7% | $139,487+29.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 25.31% | 166.82%-141.5pp | 134.50%-109.2pp | 373.84%-348.5pp |
| Employer contribution / active EE | $9,668 | $5,478+76.5% | $4,821+100.5% | $4,755+103.3% |
| Participant deferral / active EE | $6,677 | $6,522+2.4% | $5,682+17.5% | $6,713-0.5% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |