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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 | $220,502 | $183,516+20.2% | $155,534+41.8% | $145,884+51.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.24% | 61.43%-40.2pp | 64.92%-43.7pp | 551.85%-530.6pp |
| Employer contribution / active EE | $20,970 | $5,315+294.6% | $4,675+348.6% | $4,662+349.8% |
| Participant deferral / active EE | $7,919 | $6,467+22.5% | $5,630+40.6% | $6,690+18.4% |
| Admin fee / account holder | $109 | $19,293-99.4% | $15,900-99.3% | $13,392-99.2% |