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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 | $235,912 | $160,028+47.4% | $147,080+60.4% | $145,884+61.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.61% | 98.60%-73.0pp | 420.17%-394.6pp | 551.85%-526.2pp |
| Employer contribution / active EE | $3,600 | $5,286-31.9% | $4,933-27.0% | $4,662-22.8% |
| Participant deferral / active EE | $24,750 | $8,422+193.9% | $8,066+206.8% | $6,690+270.0% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |