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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 | $216,470 | $165,399+30.9% | $149,745+44.6% | $158,982+36.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.45% | 348.34%-327.9pp | 276.72%-256.3pp | 302.99%-282.5pp |
| Employer contribution / active EE | $15,833 | $5,105+210.2% | $4,646+240.8% | $4,763+232.4% |
| Participant deferral / active EE | $13,550 | $7,183+88.6% | $6,843+98.0% | $5,983+126.5% |
| Admin fee / account holder | $141 | $10,811-98.7% | $9,312-98.5% | $11,252-98.7% |