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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 | $220,181 | $198,462+10.9% | $170,439+29.2% | $147,585+49.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.98% | 257.30%-239.3pp | 205.94%-188.0pp | 578.58%-560.6pp |
| Employer contribution / active EE | $4,632 | $6,184-25.1% | $5,433-14.7% | $4,876-5.0% |
| Participant deferral / active EE | $5,238 | $5,629-7.0% | $4,939+6.0% | $5,439-3.7% |
| Admin fee / account holder | $45 | $16,852-99.7% | $13,881-99.7% | $10,886-99.6% |