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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 | $237,962 | $201,344+18.2% | $184,243+29.2% | $145,877+63.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 71.17% | 29.01%+42.2pp | 28.82%+42.4pp | 551.28%-480.1pp |
| Employer contribution / active EE | $10,125 | $7,022+44.2% | $6,427+57.5% | $4,663+117.1% |
| Participant deferral / active EE | $26,750 | $9,807+172.8% | $9,132+192.9% | $6,691+299.8% |
| Admin fee / account holder | $10 | $16,382-99.9% | $13,914-99.9% | $13,402-99.9% |