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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 | $185,669 | $209,425-11.3% | $178,499+4.0% | $158,966+16.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.83% | 188.80%-166.0pp | 151.10%-128.3pp | 302.95%-280.1pp |
| Employer contribution / active EE | $36,264 | $5,707+535.4% | $5,011+623.7% | $4,762+661.5% |
| Participant deferral / active EE | $25,000 | $5,955+319.8% | $5,202+380.6% | $5,983+317.8% |
| Admin fee / account holder | $20 | $17,078-99.9% | $13,986-99.9% | $11,250-99.8% |