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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 | $162,315 | $148,629+9.2% | $135,982+19.4% | $139,487+16.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.81% | 79.33%-63.5pp | 68.32%-52.5pp | 373.84%-358.0pp |
| Employer contribution / active EE | $9,421 | $5,247+79.6% | $4,859+93.9% | $4,755+98.1% |
| Participant deferral / active EE | $14,991 | $8,102+85.0% | $7,760+93.2% | $6,713+123.3% |
| Admin fee / account holder | $25 | $12,406-99.8% | $10,767-99.8% | $11,407-99.8% |