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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 | $218,641 | $148,623+47.1% | $135,974+60.8% | $139,466+56.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 32.27% | 79.30%-47.0pp | 68.30%-36.0pp | 373.66%-341.4pp |
| Employer contribution / active EE | $2,958 | $5,246-43.6% | $4,859-39.1% | $4,754-37.8% |
| Participant deferral / active EE | $17,084 | $8,103+110.8% | $7,760+120.1% | $6,712+154.5% |
| Admin fee / account holder | $230 | $12,406-98.1% | $10,767-97.9% | $11,409-98.0% |