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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 | $207,720 | $157,276+32.1% | $141,177+47.1% | $152,885+35.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 42.33% | 64.33%-22.0pp | 71.40%-29.1pp | 345.39%-303.1pp |
| Employer contribution / active EE | $17,637 | $5,262+235.2% | $4,736+272.4% | $4,763+270.3% |
| Participant deferral / active EE | $18,238 | $7,110+156.5% | $6,710+171.8% | $5,851+211.7% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |