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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 | $210,678 | $148,629+41.7% | $135,982+54.9% | $139,487+51.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.98% | 79.33%-63.3pp | 68.32%-52.3pp | 373.84%-357.9pp |
| Employer contribution / active EE | $8,020 | $5,247+52.9% | $4,859+65.1% | $4,755+68.7% |
| Participant deferral / active EE | $23,285 | $8,102+187.4% | $7,760+200.1% | $6,713+246.9% |
| Admin fee / account holder | $137 | $12,406-98.9% | $10,767-98.7% | $11,407-98.8% |