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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 | $210,738 | $176,105+19.7% | $159,474+32.1% | $167,536+25.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.15% | 331.91%-313.8pp | 263.68%-245.5pp | 478.82%-460.7pp |
| Employer contribution / active EE | $8,188 | $5,299+54.5% | $4,831+69.5% | $4,839+69.2% |
| Participant deferral / active EE | $15,700 | $7,751+102.5% | $7,353+113.5% | $6,342+147.5% |
| Admin fee / account holder | $66 | $12,559-99.5% | $10,802-99.4% | $12,315-99.5% |