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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 | $222,440 | $148,623+49.7% | $135,974+63.6% | $139,466+59.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 29.48% | 79.30%-49.8pp | 68.30%-38.8pp | 373.66%-344.2pp |
| Employer contribution / active EE | $34,227 | $5,246+552.4% | $4,859+604.4% | $4,754+620.0% |
| Participant deferral / active EE | $3,566 | $8,103-56.0% | $7,760-54.0% | $6,712-46.9% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |