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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 | $200,252 | $175,259+14.3% | $149,723+33.7% | $139,487+43.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 25.97% | 166.82%-140.9pp | 134.50%-108.5pp | 373.84%-347.9pp |
| Employer contribution / active EE | $2,699 | $5,478-50.7% | $4,821-44.0% | $4,755-43.2% |
| Participant deferral / active EE | $13,972 | $6,522+114.2% | $5,682+145.9% | $6,713+108.1% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |