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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 | $225,326 | $202,460+11.3% | $169,385+33.0% | $139,456+61.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 17.15% | 532.07%-514.9pp | 405.82%-388.7pp | 373.45%-356.3pp |
| Employer contribution / active EE | $2,120 | $4,691-54.8% | $4,012-47.2% | $4,753-55.4% |
| Participant deferral / active EE | $30,000 | $6,938+332.4% | $6,221+382.3% | $6,711+347.0% |
| Admin fee / account holder | $60 | $10,719-99.4% | $9,011-99.3% | $11,407-99.5% |