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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 | $200,222 | $166,268+20.4% | $165,100+21.3% | $145,897+37.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 20.05% | 100.52%-80.5pp | 70.21%-50.2pp | 552.29%-532.2pp |
| Employer contribution / active EE | $4,361 | $5,284-17.5% | $4,348+0.3% | $4,663-6.5% |
| Participant deferral / active EE | $15,206 | $6,964+118.3% | $6,035+152.0% | $6,689+127.3% |
| Admin fee / account holder | $175 | $16,659-99.0% | $12,696-98.6% | $13,390-98.7% |