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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 | $237,684 | $167,030+42.3% | $135,768+75.1% | $155,188+53.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 22.23% | 678.39%-656.2pp | 526.10%-503.9pp | 148.84%-126.6pp |
| Employer contribution / active EE | $4,181 | $4,132+1.2% | $3,394+23.2% | $4,248-1.6% |
| Participant deferral / active EE | $9,541 | $4,528+110.7% | $3,977+139.9% | $6,531+46.1% |
| Admin fee / account holder | $45 | $8,172-99.4% | $7,048-99.4% | $14,480-99.7% |