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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 | $223,798 | $175,231+27.7% | $149,696+49.5% | $139,466+60.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.12% | 166.77%-146.7pp | 134.46%-114.3pp | 373.66%-353.5pp |
| Employer contribution / active EE | $3,699 | $5,478-32.5% | $4,821-23.3% | $4,754-22.2% |
| Participant deferral / active EE | $10,238 | $6,521+57.0% | $5,682+80.2% | $6,712+52.5% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |