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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 | $198,366 | $217,427-8.8% | $185,837+6.7% | $167,518+18.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.05% | 148.39%-132.3pp | 122.08%-106.0pp | 478.71%-462.7pp |
| Employer contribution / active EE | $14,830 | $5,874+152.5% | $5,168+186.9% | $4,838+206.5% |
| Participant deferral / active EE | $17,333 | $6,357+172.7% | $5,568+211.3% | $6,342+173.3% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |