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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 | $168,213 | $111,535+50.8% | $105,223+59.9% | $137,256+22.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.95% | 237.85%-218.9pp | 180.65%-161.7pp | 220.34%-201.4pp |
| Employer contribution / active EE | $3,813 | $3,939-3.2% | $3,689+3.4% | $4,156-8.3% |
| Participant deferral / active EE | $16,938 | $5,500+208.0% | $5,072+234.0% | $6,407+164.4% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |