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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 | $148,629+23.9% | $135,982+35.4% | $139,487+32.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.61% | 79.33%-66.7pp | 68.32%-55.7pp | 373.84%-361.2pp |
| Employer contribution / active EE | $14,763 | $5,247+181.4% | $4,859+203.8% | $4,755+210.5% |
| Participant deferral / active EE | $11,833 | $8,102+46.0% | $7,760+52.5% | $6,713+76.3% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |