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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 | $226,781 | $135,645+67.2% | $110,243+105.7% | $135,380+67.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 18.85% | 513.24%-494.4pp | 314.76%-295.9pp | 519.81%-501.0pp |
| Employer contribution / active EE | $4,211 | $4,907-14.2% | $3,827+10.0% | $4,779-11.9% |
| Participant deferral / active EE | $3,219 | $5,507-41.5% | $4,672-31.1% | $5,609-42.6% |
| Admin fee / account holder | $204 | $11,458-98.2% | $8,548-97.6% | $10,828-98.1% |