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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 | $227,759 | $160,070+42.3% | $147,117+54.8% | $145,897+56.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 26.83% | 98.69%-71.9pp | 420.54%-393.7pp | 552.29%-525.5pp |
| Employer contribution / active EE | $24,175 | $5,285+357.5% | $4,932+390.1% | $4,663+418.5% |
| Participant deferral / active EE | $22,992 | $8,419+173.1% | $8,065+185.1% | $6,689+243.7% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |