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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 | $193,855 | $121,701+59.3% | $104,639+85.3% | $158,982+21.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 12.00% | 465.72%-453.7pp | 340.67%-328.7pp | 302.99%-291.0pp |
| Employer contribution / active EE | $10,447 | $3,165+230.0% | $2,682+289.6% | $4,763+119.3% |
| Participant deferral / active EE | $7,709 | $4,176+84.6% | $3,738+106.2% | $5,983+28.8% |
| Admin fee / account holder | $14 | $7,778-99.8% | $6,465-99.8% | $11,252-99.9% |