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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 | $214,182 | $208,088+2.9% | $186,193+15.0% | $154,746+38.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 19.42% | 89.97%-70.6pp | 78.03%-58.6pp | 172.34%-152.9pp |
| Employer contribution / active EE | $14,607 | $4,340+236.6% | $3,918+272.8% | $4,379+233.6% |
| Participant deferral / active EE | $23,454 | $7,078+231.4% | $6,513+260.1% | $6,730+248.5% |
| Admin fee / account holder | $7 | $11,698-99.9% | $11,058-99.9% | $14,365-100.0% |