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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 | $204,460 | $184,000+11.1% | $162,185+26.1% | $152,909+33.7% |
| Participation rate | 77.8% | 88.5%-10.7pp | 87.6%-9.8pp | 82.5%-4.7pp |
| Annual return | 32.21% | 150.80%-118.6pp | 115.61%-83.4pp | 345.46%-313.3pp |
| Employer contribution / active EE | $8,827 | $6,370+38.6% | $5,613+57.3% | $4,764+85.3% |
| Participant deferral / active EE | $11,867 | $8,033+47.7% | $7,297+62.6% | $5,851+102.8% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |