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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 | $240,801 | $175,231+37.4% | $149,696+60.9% | $139,466+72.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.62% | 166.77%-149.2pp | 134.46%-116.8pp | 373.66%-356.0pp |
| Employer contribution / active EE | $3,431 | $5,478-37.4% | $4,821-28.8% | $4,754-27.8% |
| Participant deferral / active EE | $10,586 | $6,521+62.3% | $5,682+86.3% | $6,712+57.7% |
| Admin fee / account holder | $26 | $16,155-99.8% | $13,212-99.8% | $11,409-99.8% |