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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 | $184,157 | $148,558+24.0% | $135,925+35.5% | $139,427+32.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.61% | 79.22%-66.6pp | 68.25%-55.6pp | 373.27%-360.7pp |
| Employer contribution / active EE | $14,763 | $5,244+181.5% | $4,857+204.0% | $4,752+210.7% |
| Participant deferral / active EE | $11,833 | $8,101+46.1% | $7,759+52.5% | $6,711+76.3% |
| Admin fee / account holder | $0 | $12,401-100.0% | $10,764-100.0% | $11,404-100.0% |