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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 | $208,364 | $169,336+23.0% | $129,384+61.0% | $145,884+42.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.89% | 14408.70%-14392.8pp | 9461.77%-9445.9pp | 551.85%-536.0pp |
| Employer contribution / active EE | $18,334 | $5,540+230.9% | $4,153+341.4% | $4,662+293.2% |
| Participant deferral / active EE | $7,988 | $4,985+60.2% | $4,166+91.8% | $6,690+19.4% |
| Admin fee / account holder | $96 | $9,912-99.0% | $7,686-98.7% | $13,392-99.3% |