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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 | $218,065 | $166,242+31.2% | $165,071+32.1% | $145,884+49.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 32.78% | 100.44%-67.7pp | 70.17%-37.4pp | 551.85%-519.1pp |
| Employer contribution / active EE | $14,780 | $5,283+179.8% | $4,347+240.0% | $4,662+217.0% |
| Participant deferral / active EE | $10,503 | $6,964+50.8% | $6,035+74.0% | $6,690+57.0% |
| Admin fee / account holder | $85 | $16,658-99.5% | $12,695-99.3% | $13,392-99.4% |