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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 | $208,362 | $185,830+12.1% | $170,004+22.6% | $139,427+49.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.16% | 60.52%-44.4pp | 53.39%-37.2pp | 373.27%-357.1pp |
| Employer contribution / active EE | $12,486 | $7,591+64.5% | $6,786+84.0% | $4,752+162.8% |
| Participant deferral / active EE | $17,808 | $11,622+53.2% | $10,408+71.1% | $6,711+165.4% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,816-100.0% | $11,404-100.0% |