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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 | $205,677 | $198,462+3.6% | $170,439+20.7% | $147,585+39.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.65% | 257.30%-241.7pp | 205.94%-190.3pp | 578.58%-562.9pp |
| Employer contribution / active EE | $2,989 | $6,184-51.7% | $5,433-45.0% | $4,876-38.7% |
| Participant deferral / active EE | $9,600 | $5,629+70.5% | $4,939+94.4% | $5,439+76.5% |
| Admin fee / account holder | $223 | $16,852-98.7% | $13,881-98.4% | $10,886-97.9% |