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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 | $228,538 | $227,633+0.4% | $189,597+20.5% | $167,553+36.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 10.01% | 78.45%-68.4pp | 64.20%-54.2pp | 478.89%-468.9pp |
| Employer contribution / active EE | $19,363 | $5,317+264.2% | $4,412+338.8% | $4,840+300.1% |
| Participant deferral / active EE | $7,156 | $7,003+2.2% | $6,174+15.9% | $6,343+12.8% |
| Admin fee / account holder | $100 | $11,879-99.2% | $9,807-99.0% | $12,316-99.2% |