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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 | $148,582+40.8% | $135,942+53.9% | $139,456+50.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.68% | 79.26%-50.6pp | 68.28%-39.6pp | 373.45%-344.8pp |
| Employer contribution / active EE | $4,288 | $5,245-18.2% | $4,858-11.7% | $4,753-9.8% |
| Participant deferral / active EE | $7,213 | $8,101-11.0% | $7,759-7.0% | $6,711+7.5% |
| Admin fee / account holder | $14 | $12,402-99.9% | $10,764-99.9% | $11,407-99.9% |