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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 | $218,145 | $226,135-3.5% | $182,558+19.5% | $152,909+42.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 25.89% | 192.60%-166.7pp | 148.59%-122.7pp | 345.46%-319.6pp |
| Employer contribution / active EE | $4,372 | $4,979-12.2% | $4,076+7.3% | $4,764-8.2% |
| Participant deferral / active EE | $8,429 | $6,371+32.3% | $5,526+52.5% | $5,851+44.1% |
| Admin fee / account holder | $26 | $10,707-99.8% | $8,594-99.7% | $11,601-99.8% |