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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 | $226,929 | $209,428+8.4% | $178,498+27.1% | $158,950+42.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.17% | 188.78%-171.6pp | 151.09%-133.9pp | 302.91%-285.7pp |
| Employer contribution / active EE | $4,456 | $5,707-21.9% | $5,011-11.1% | $4,762-6.4% |
| Participant deferral / active EE | $5,196 | $5,955-12.7% | $5,202-0.1% | $5,983-13.2% |
| Admin fee / account holder | $286 | $17,077-98.3% | $13,985-98.0% | $11,248-97.5% |