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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 | $162,722 | $167,030-2.6% | $135,768+19.9% | $155,188+4.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 22.36% | 678.39%-656.0pp | 526.10%-503.7pp | 148.84%-126.5pp |
| Employer contribution / active EE | $9,924 | $4,132+140.2% | $3,394+192.4% | $4,248+133.6% |
| Participant deferral / active EE | $9,534 | $4,528+110.6% | $3,977+139.7% | $6,531+46.0% |
| Admin fee / account holder | $85 | $8,172-99.0% | $7,048-98.8% | $14,480-99.4% |