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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 | $214,895 | $160,028+34.3% | $147,080+46.1% | $145,884+47.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.72% | 98.60%-77.9pp | 420.17%-399.4pp | 551.85%-531.1pp |
| Employer contribution / active EE | $18,072 | $5,286+241.9% | $4,933+266.3% | $4,662+287.6% |
| Participant deferral / active EE | $22,780 | $8,422+170.5% | $8,066+182.4% | $6,690+240.5% |
| Admin fee / account holder | $124 | $15,030-99.2% | $12,989-99.0% | $13,392-99.1% |