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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 | $215,956 | $105,145+105.4% | $94,664+128.1% | $139,466+54.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 14.02% | 38.09%-24.1pp | 156.84%-142.8pp | 373.66%-359.6pp |
| Employer contribution / active EE | $5,483 | $4,107+33.5% | $3,673+49.3% | $4,754+15.3% |
| Participant deferral / active EE | $18,682 | $7,599+145.9% | $7,417+151.9% | $6,712+178.3% |
| Admin fee / account holder | $6 | $8,972-99.9% | $7,222-99.9% | $11,409-100.0% |