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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 | $220,847 | $226,105-2.3% | $182,540+21.0% | $152,897+44.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 8.85% | 192.58%-183.7pp | 148.58%-139.7pp | 345.43%-336.6pp |
| Employer contribution / active EE | $15,735 | $4,978+216.1% | $4,076+286.1% | $4,764+230.3% |
| Participant deferral / active EE | $16,667 | $6,370+161.7% | $5,525+201.6% | $5,851+184.8% |
| Admin fee / account holder | $30 | $10,706-99.7% | $8,593-99.7% | $11,599-99.7% |