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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 | $210,537 | $176,105+19.6% | $159,474+32.0% | $167,536+25.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.20% | 331.91%-314.7pp | 263.68%-246.5pp | 478.82%-461.6pp |
| Employer contribution / active EE | $6,308 | $5,299+19.1% | $4,831+30.6% | $4,839+30.4% |
| Participant deferral / active EE | $8,821 | $7,751+13.8% | $7,353+20.0% | $6,342+39.1% |
| Admin fee / account holder | $63 | $12,559-99.5% | $10,802-99.4% | $12,315-99.5% |