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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 | $237,751 | $197,637+20.3% | $177,848+33.7% | $158,982+49.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 42.48% | 58.77%-16.3pp | 48.33%-5.8pp | 302.99%-260.5pp |
| Employer contribution / active EE | $7,253 | $6,698+8.3% | $5,919+22.6% | $4,763+52.3% |
| Participant deferral / active EE | $17,167 | $8,405+104.2% | $7,714+122.5% | $5,983+186.9% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |