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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 | $209,263 | $148,623+40.8% | $135,974+53.9% | $139,466+50.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.68% | 79.30%-50.6pp | 68.30%-39.6pp | 373.66%-345.0pp |
| Employer contribution / active EE | $4,288 | $5,246-18.3% | $4,859-11.8% | $4,754-9.8% |
| Participant deferral / active EE | $7,213 | $8,103-11.0% | $7,760-7.1% | $6,712+7.5% |
| Admin fee / account holder | $14 | $12,406-99.9% | $10,767-99.9% | $11,409-99.9% |