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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 | $210,261 | $157,276+33.7% | $141,177+48.9% | $152,885+37.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.87% | 64.33%-41.5pp | 71.40%-48.5pp | 345.39%-322.5pp |
| Employer contribution / active EE | $10,276 | $5,262+95.3% | $4,736+117.0% | $4,763+115.7% |
| Participant deferral / active EE | $9,759 | $7,110+37.3% | $6,710+45.4% | $5,851+66.8% |
| Admin fee / account holder | $230 | $12,123-98.1% | $10,263-97.8% | $11,598-98.0% |