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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 | $234,535 | $226,090+3.7% | $182,531+28.5% | $152,885+53.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 28.61% | 192.57%-164.0pp | 148.57%-120.0pp | 345.39%-316.8pp |
| Employer contribution / active EE | $4,715 | $4,978-5.3% | $4,075+15.7% | $4,763-1.0% |
| Participant deferral / active EE | $13,003 | $6,369+104.2% | $5,525+135.4% | $5,851+122.2% |
| Admin fee / account holder | $247 | $10,705-97.7% | $8,593-97.1% | $11,598-97.9% |