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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 | $206,501 | $176,077+17.3% | $159,455+29.5% | $167,518+23.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.18% | 331.83%-320.7pp | 263.63%-252.4pp | 478.71%-467.5pp |
| Employer contribution / active EE | $4,238 | $5,298-20.0% | $4,830-12.3% | $4,838-12.4% |
| Participant deferral / active EE | $9,516 | $7,751+22.8% | $7,353+29.4% | $6,342+50.0% |
| Admin fee / account holder | $188 | $12,556-98.5% | $10,800-98.3% | $12,312-98.5% |