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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 | $223,761 | $165,399+35.3% | $149,745+49.4% | $158,982+40.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.71% | 348.34%-327.6pp | 276.72%-256.0pp | 302.99%-282.3pp |
| Employer contribution / active EE | $9,424 | $5,105+84.6% | $4,646+102.8% | $4,763+97.9% |
| Participant deferral / active EE | $12,414 | $7,183+72.8% | $6,843+81.4% | $5,983+107.5% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |