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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 | $162,921 | $111,535+46.1% | $105,223+54.8% | $137,256+18.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.27% | 237.85%-221.6pp | 180.65%-164.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $3,420 | $3,939-13.2% | $3,689-7.3% | $4,156-17.7% |
| Participant deferral / active EE | $5,429 | $5,500-1.3% | $5,072+7.1% | $6,407-15.3% |
| Admin fee / account holder | $12 | $9,721-99.9% | $8,859-99.9% | $12,270-99.9% |