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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 | $224,072 | $185,905+20.5% | $170,057+31.8% | $139,487+60.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.73% | 60.56%-42.8pp | 53.42%-35.7pp | 373.84%-356.1pp |
| Employer contribution / active EE | $6,146 | $7,597-19.1% | $6,790-9.5% | $4,755+29.3% |
| Participant deferral / active EE | $15,018 | $11,627+29.2% | $10,411+44.3% | $6,713+123.7% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |