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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 | $221,957 | $226,105-1.8% | $182,540+21.6% | $152,897+45.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 18.08% | 192.58%-174.5pp | 148.58%-130.5pp | 345.43%-327.4pp |
| Employer contribution / active EE | $13,586 | $4,978+172.9% | $4,076+233.3% | $4,764+185.2% |
| Participant deferral / active EE | $4,004 | $6,370-37.1% | $5,525-27.5% | $5,851-31.6% |
| Admin fee / account holder | $17 | $10,706-99.8% | $8,593-99.8% | $11,599-99.9% |