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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 | $196,084 | $144,130+36.0% | $117,861+66.4% | $147,586+32.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 18.78% | 531.20%-512.4pp | 335.11%-316.3pp | 578.59%-559.8pp |
| Employer contribution / active EE | $4,035 | $4,897-17.6% | $3,786+6.6% | $4,876-17.3% |
| Participant deferral / active EE | $8,116 | $5,316+52.7% | $4,482+81.1% | $5,439+49.2% |
| Admin fee / account holder | $47 | $10,887-99.6% | $8,021-99.4% | $10,886-99.6% |