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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 | $224,950 | $176,105+27.7% | $159,474+41.1% | $167,536+34.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 28.35% | 331.91%-303.6pp | 263.68%-235.3pp | 478.82%-450.5pp |
| Employer contribution / active EE | $1,552 | $5,299-70.7% | $4,831-67.9% | $4,839-67.9% |
| Participant deferral / active EE | $5,766 | $7,751-25.6% | $7,353-21.6% | $6,342-9.1% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |