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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 | $204,978 | $160,040+28.1% | $147,096+39.3% | $145,877+40.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.24% | 98.49%-83.3pp | 419.75%-404.5pp | 551.28%-536.0pp |
| Employer contribution / active EE | $13,610 | $5,289+157.3% | $4,936+175.7% | $4,663+191.9% |
| Participant deferral / active EE | $13,994 | $8,429+66.0% | $8,071+73.4% | $6,691+109.2% |
| Admin fee / account holder | $18 | $15,050-99.9% | $13,005-99.9% | $13,402-99.9% |