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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 | $228,618 | $176,120+29.8% | $159,487+43.3% | $167,553+36.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.37% | 331.95%-321.6pp | 263.71%-253.3pp | 478.89%-468.5pp |
| Employer contribution / active EE | $3,727 | $5,299-29.7% | $4,831-22.9% | $4,840-23.0% |
| Participant deferral / active EE | $4,691 | $7,752-39.5% | $7,354-36.2% | $6,343-26.0% |
| Admin fee / account holder | $247 | $12,561-98.0% | $10,804-97.7% | $12,316-98.0% |