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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 | $249,892 | $160,040+56.1% | $147,096+69.9% | $145,877+71.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.32% | 98.49%-79.2pp | 419.75%-400.4pp | 551.28%-532.0pp |
| Employer contribution / active EE | $3,830 | $5,289-27.6% | $4,936-22.4% | $4,663-17.9% |
| Participant deferral / active EE | $22,458 | $8,429+166.4% | $8,071+178.2% | $6,691+235.7% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |