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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 | $224,441 | $157,304+42.7% | $141,197+59.0% | $152,909+46.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.03% | 64.34%-43.3pp | 71.41%-50.4pp | 345.46%-324.4pp |
| Employer contribution / active EE | $20,157 | $5,263+283.0% | $4,736+325.6% | $4,764+323.1% |
| Participant deferral / active EE | $7,993 | $7,111+12.4% | $6,710+19.1% | $5,851+36.6% |
| Admin fee / account holder | $34 | $12,126-99.7% | $10,265-99.7% | $11,601-99.7% |