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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 | $152,593 | $183,539-16.9% | $155,556-1.9% | $145,897+4.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.12% | 61.31%-39.2pp | 64.84%-42.7pp | 552.29%-530.2pp |
| Employer contribution / active EE | $7,879 | $5,315+48.2% | $4,675+68.5% | $4,663+69.0% |
| Participant deferral / active EE | $11,889 | $6,467+83.8% | $5,631+111.1% | $6,689+77.7% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |