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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 | $218,014 | $107,363+103.1% | $92,909+134.7% | $152,897+42.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 21.78% | 145.63%-123.8pp | 109.44%-87.7pp | 345.43%-323.6pp |
| Employer contribution / active EE | $19,780 | $4,222+368.5% | $3,653+441.4% | $4,764+315.2% |
| Participant deferral / active EE | $10,233 | $4,848+111.1% | $4,238+141.5% | $5,851+74.9% |
| Admin fee / account holder | $127 | $7,082-98.2% | $5,795-97.8% | $11,599-98.9% |