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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 | $204,885 | $148,582+37.9% | $135,942+50.7% | $139,456+46.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.99% | 79.26%-62.3pp | 68.28%-51.3pp | 373.45%-356.5pp |
| Employer contribution / active EE | $3,377 | $5,245-35.6% | $4,858-30.5% | $4,753-28.9% |
| Participant deferral / active EE | $12,525 | $8,101+54.6% | $7,759+61.4% | $6,711+86.6% |
| Admin fee / account holder | $69 | $12,402-99.4% | $10,764-99.4% | $11,407-99.4% |