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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 | $228,091 | $198,462+14.9% | $170,439+33.8% | $147,585+54.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.82% | 257.30%-236.5pp | 205.94%-185.1pp | 578.58%-557.8pp |
| Employer contribution / active EE | $2,889 | $6,184-53.3% | $5,433-46.8% | $4,876-40.7% |
| Participant deferral / active EE | $7,239 | $5,629+28.6% | $4,939+46.5% | $5,439+33.1% |
| Admin fee / account holder | -$232 | $16,852-101.4% | $13,881-101.7% | $10,886-102.1% |