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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 | $224,844 | $165,381+36.0% | $149,730+50.2% | $158,966+41.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.47% | 348.29%-331.8pp | 276.70%-260.2pp | 302.95%-286.5pp |
| Employer contribution / active EE | $26,827 | $5,104+425.6% | $4,645+477.5% | $4,762+463.3% |
| Participant deferral / active EE | $13,840 | $7,182+92.7% | $6,843+102.3% | $5,983+131.3% |
| Admin fee / account holder | $83 | $10,809-99.2% | $9,310-99.1% | $11,250-99.3% |