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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 | $228,151 | $124,425+83.4% | $112,040+103.6% | $137,256+66.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 57.55% | 24.72%+32.8pp | 24.52%+33.0pp | 220.34%-162.8pp |
| Employer contribution / active EE | $13,400 | $3,411+292.8% | $2,954+353.6% | $4,156+222.4% |
| Participant deferral / active EE | $10,790 | $5,718+88.7% | $5,098+111.7% | $6,407+68.4% |
| Admin fee / account holder | $59 | $15,207-99.6% | $12,098-99.5% | $12,270-99.5% |