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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 | $198,807 | $166,131+19.7% | $164,975+20.5% | $145,877+36.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.98% | 100.37%-88.4pp | 70.12%-58.1pp | 551.28%-539.3pp |
| Employer contribution / active EE | $10,501 | $5,276+99.0% | $4,343+141.8% | $4,663+125.2% |
| Participant deferral / active EE | $10,506 | $6,962+50.9% | $6,033+74.1% | $6,691+57.0% |
| Admin fee / account holder | $60 | $16,648-99.6% | $12,688-99.5% | $13,402-99.6% |