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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 | $209,734 | $125,778+66.7% | $114,563+83.1% | $154,746+35.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 19.48% | 295.14%-275.7pp | 241.09%-221.6pp | 172.34%-152.9pp |
| Employer contribution / active EE | $2,744 | $2,806-2.2% | $2,592+5.9% | $4,379-37.3% |
| Participant deferral / active EE | $18,693 | $4,445+320.6% | $4,142+351.3% | $6,730+177.7% |
| Admin fee / account holder | $19 | $8,190-99.8% | $7,623-99.8% | $14,365-99.9% |