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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 | $239,297 | $165,399+44.7% | $149,745+59.8% | $158,982+50.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.13% | 348.34%-330.2pp | 276.72%-258.6pp | 302.99%-284.9pp |
| Employer contribution / active EE | $22,489 | $5,105+340.5% | $4,646+384.1% | $4,763+372.2% |
| Participant deferral / active EE | $12,150 | $7,183+69.2% | $6,843+77.6% | $5,983+103.1% |
| Admin fee / account holder | $45 | $10,811-99.6% | $9,312-99.5% | $11,252-99.6% |