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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 | $125,237+36.8% | $105,608+62.2% | $145,877+17.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 16.94% | 225.76%-208.8pp | 116.50%-99.6pp | 551.28%-534.3pp |
| Employer contribution / active EE | $19,025 | $3,720+411.4% | $3,167+500.7% | $4,663+308.0% |
| Participant deferral / active EE | $13,450 | $5,711+135.5% | $5,010+168.5% | $6,691+101.0% |
| Admin fee / account holder | $20 | $17,287-99.9% | $11,028-99.8% | $13,402-99.9% |