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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 | $213,741 | $157,276+35.9% | $141,177+51.4% | $152,885+39.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.92% | 64.33%-40.4pp | 71.40%-47.5pp | 345.39%-321.5pp |
| Employer contribution / active EE | $8,302 | $5,262+57.8% | $4,736+75.3% | $4,763+74.3% |
| Participant deferral / active EE | $5,233 | $7,110-26.4% | $6,710-22.0% | $5,851-10.6% |
| Admin fee / account holder | $157 | $12,123-98.7% | $10,263-98.5% | $11,598-98.6% |