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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 | $223,858 | $202,440+10.6% | $169,390+32.2% | $139,466+60.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 12.92% | 532.36%-519.4pp | 406.07%-393.2pp | 373.66%-360.7pp |
| Employer contribution / active EE | $3,930 | $4,693-16.3% | $4,013-2.1% | $4,754-17.3% |
| Participant deferral / active EE | $30,000 | $6,940+332.3% | $6,222+382.1% | $6,712+347.0% |
| Admin fee / account holder | $89 | $10,722-99.2% | $9,015-99.0% | $11,409-99.2% |