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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 | $214,526 | $176,120+21.8% | $159,487+34.5% | $167,553+28.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.79% | 331.95%-314.2pp | 263.71%-245.9pp | 478.89%-461.1pp |
| Employer contribution / active EE | $2,876 | $5,299-45.7% | $4,831-40.5% | $4,840-40.6% |
| Participant deferral / active EE | $10,201 | $7,752+31.6% | $7,354+38.7% | $6,343+60.8% |
| Admin fee / account holder | $99 | $12,561-99.2% | $10,804-99.1% | $12,316-99.2% |