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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 | $219,264 | $217,432+0.8% | $185,849+18.0% | $167,536+30.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.89% | 148.42%-132.5pp | 122.10%-106.2pp | 478.82%-462.9pp |
| Employer contribution / active EE | $10,010 | $5,875+70.4% | $5,169+93.7% | $4,839+106.8% |
| Participant deferral / active EE | $10,609 | $6,357+66.9% | $5,569+90.5% | $6,342+67.3% |
| Admin fee / account holder | $48 | $19,818-99.8% | $16,244-99.7% | $12,315-99.6% |