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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 | $209,348 | $212,386-1.4% | $199,883+4.7% | $138,895+50.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 222.14% | 47.75%+174.4pp | 43.81%+178.3pp | 145.39%+76.7pp |
| Employer contribution / active EE | $15,026 | $6,625+126.8% | $6,261+140.0% | $4,194+258.3% |
| Participant deferral / active EE | $15,830 | $9,617+64.6% | $9,138+73.2% | $6,396+147.5% |
| Admin fee / account holder | $59 | $18,233-99.7% | $17,268-99.7% | $12,562-99.5% |