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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 | $171,279 | $125,190+36.8% | $105,624+62.2% | $145,897+17.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 16.94% | 225.22%-208.3pp | 116.20%-99.3pp | 552.29%-535.4pp |
| Employer contribution / active EE | $19,025 | $3,720+411.4% | $3,168+500.6% | $4,663+308.0% |
| Participant deferral / active EE | $13,450 | $5,716+135.3% | $5,013+168.3% | $6,689+101.1% |
| Admin fee / account holder | $20 | $17,138-99.9% | $10,961-99.8% | $13,390-99.9% |