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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 | $197,599 | $142,354+38.8% | $125,529+57.4% | $155,188+27.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 15.80% | 306.06%-290.3pp | 202.56%-186.8pp | 148.84%-133.0pp |
| Employer contribution / active EE | $6,966 | $3,501+98.9% | $3,058+127.8% | $4,248+64.0% |
| Participant deferral / active EE | $6,200 | $5,491+12.9% | $4,813+28.8% | $6,531-5.1% |
| Admin fee / account holder | $0 | $19,392-100.0% | $16,298-100.0% | $14,480-100.0% |