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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 | $204,177 | $209,405-2.5% | $178,486+14.4% | $158,931+28.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 33.24% | 188.77%-155.5pp | 151.08%-117.8pp | 302.86%-269.6pp |
| Employer contribution / active EE | $2,400 | $5,707-57.9% | $5,011-52.1% | $4,761-49.6% |
| Participant deferral / active EE | $2,400 | $5,954-59.7% | $5,202-53.9% | $5,982-59.9% |
| Admin fee / account holder | $24 | $17,076-99.9% | $13,985-99.8% | $11,247-99.8% |