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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 | $249,353 | $176,105+41.6% | $159,474+56.4% | $167,536+48.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.55% | 331.91%-319.4pp | 263.68%-251.1pp | 478.82%-466.3pp |
| Employer contribution / active EE | $8,360 | $5,299+57.8% | $4,831+73.1% | $4,839+72.8% |
| Participant deferral / active EE | $11,220 | $7,751+44.8% | $7,353+52.6% | $6,342+76.9% |
| Admin fee / account holder | $207 | $12,559-98.4% | $10,802-98.1% | $12,315-98.3% |