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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 | $126,519+35.4% | $106,201+61.3% | $145,959+17.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 16.94% | 225.10%-208.2pp | 116.26%-99.3pp | 561.95%-545.0pp |
| Employer contribution / active EE | $19,025 | $3,726+410.6% | $3,170+500.2% | $4,661+308.2% |
| Participant deferral / active EE | $13,450 | $5,716+135.3% | $5,012+168.3% | $6,689+101.1% |
| Admin fee / account holder | $20 | $17,312-99.9% | $11,039-99.8% | $13,398-99.9% |