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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 | $203,133 | $157,304+29.1% | $141,197+43.9% | $152,909+32.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 28.35% | 64.34%-36.0pp | 71.41%-43.1pp | 345.46%-317.1pp |
| Employer contribution / active EE | $30,305 | $5,263+475.9% | $4,736+539.9% | $4,764+536.2% |
| Participant deferral / active EE | $14,796 | $7,111+108.1% | $6,710+120.5% | $5,851+152.9% |
| Admin fee / account holder | $16 | $12,126-99.9% | $10,265-99.8% | $11,601-99.9% |