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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 | $222,081 | $217,432+2.1% | $185,849+19.5% | $167,536+32.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.80% | 148.42%-135.6pp | 122.10%-109.3pp | 478.82%-466.0pp |
| Employer contribution / active EE | $26,255 | $5,875+346.9% | $5,169+408.0% | $4,839+442.6% |
| Participant deferral / active EE | $15,000 | $6,357+135.9% | $5,569+169.4% | $6,342+136.5% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |