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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 | $216,276 | $155,833+38.8% | $124,693+73.4% | $167,536+29.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 17.32% | 17.98%-0.7pp | 5144.19%-5126.9pp | 478.82%-461.5pp |
| Employer contribution / active EE | $4,483 | $4,164+7.7% | $3,324+34.9% | $4,839-7.4% |
| Participant deferral / active EE | $6,535 | $5,675+15.2% | $4,615+41.6% | $6,342+3.0% |
| Admin fee / account holder | $102 | $9,534-98.9% | $7,494-98.6% | $12,315-99.2% |