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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 | $214,391 | $165,381+29.6% | $149,730+43.2% | $158,966+34.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.95% | 348.29%-336.3pp | 276.70%-264.8pp | 302.95%-291.0pp |
| Employer contribution / active EE | $8,535 | $5,104+67.2% | $4,645+83.7% | $4,762+79.2% |
| Participant deferral / active EE | $12,463 | $7,182+73.5% | $6,843+82.1% | $5,983+108.3% |
| Admin fee / account holder | $263 | $10,809-97.6% | $9,310-97.2% | $11,250-97.7% |