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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 | $221,340 | $209,422+5.7% | $178,503+24.0% | $158,982+39.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.72% | 188.81%-167.1pp | 151.12%-129.4pp | 302.99%-281.3pp |
| Employer contribution / active EE | $10,428 | $5,707+82.7% | $5,011+108.1% | $4,763+119.0% |
| Participant deferral / active EE | $5,948 | $5,955-0.1% | $5,202+14.3% | $5,983-0.6% |
| Admin fee / account holder | $31 | $17,079-99.8% | $13,987-99.8% | $11,252-99.7% |