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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 | $210,602 | $180,749+16.5% | $160,784+31.0% | $137,256+53.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 16.05% | 2234.46%-2218.4pp | 1803.92%-1787.9pp | 220.34%-204.3pp |
| Employer contribution / active EE | $1,682 | $4,155-59.5% | $3,733-54.9% | $4,156-59.5% |
| Participant deferral / active EE | $15,812 | $6,844+131.0% | $6,293+151.3% | $6,407+146.8% |
| Admin fee / account holder | $88 | $10,397-99.2% | $9,717-99.1% | $12,270-99.3% |