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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 | $224,137 | $217,432+3.1% | $185,849+20.6% | $167,536+33.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.53% | 148.42%-127.9pp | 122.10%-101.6pp | 478.82%-458.3pp |
| Employer contribution / active EE | $3,897 | $5,875-33.7% | $5,169-24.6% | $4,839-19.5% |
| Participant deferral / active EE | $10,173 | $6,357+60.0% | $5,569+82.7% | $6,342+60.4% |
| Admin fee / account holder | $10 | $19,818-100.0% | $16,244-99.9% | $12,315-99.9% |