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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 | $203,554 | $134,817+51.0% | $123,973+64.2% | $155,188+31.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 11.20% | 515.49%-504.3pp | 388.13%-376.9pp | 148.84%-137.6pp |
| Employer contribution / active EE | $2,878 | $4,425-35.0% | $4,126-30.3% | $4,248-32.3% |
| Participant deferral / active EE | $5,241 | $5,706-8.2% | $5,247-0.1% | $6,531-19.8% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |