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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 | $207,280 | $183,539+12.9% | $155,556+33.3% | $145,897+42.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.51% | 61.31%-47.8pp | 64.84%-51.3pp | 552.29%-538.8pp |
| Employer contribution / active EE | $4,012 | $5,315-24.5% | $4,675-14.2% | $4,663-14.0% |
| Participant deferral / active EE | $9,774 | $6,467+51.1% | $5,631+73.6% | $6,689+46.1% |
| Admin fee / account holder | $243 | $19,275-98.7% | $15,885-98.5% | $13,390-98.2% |