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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 | $151,998 | $102,938+47.7% | $94,105+61.5% | $138,895+9.4% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 15.41% | 250.28%-234.9pp | 204.55%-189.1pp | 145.39%-130.0pp |
| Employer contribution / active EE | $20,175 | $2,732+638.5% | $2,504+705.6% | $4,194+381.0% |
| Participant deferral / active EE | $15,172 | $4,196+261.5% | $3,881+291.0% | $6,396+137.2% |
| Admin fee / account holder | $96 | $6,600-98.5% | $6,199-98.5% | $12,562-99.2% |