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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 | $127,892 | $126,519+1.1% | $106,201+20.4% | $145,959-12.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 21.71% | 225.10%-203.4pp | 116.26%-94.6pp | 561.95%-540.2pp |
| Employer contribution / active EE | $3,582 | $3,726-3.9% | $3,170+13.0% | $4,661-23.2% |
| Participant deferral / active EE | $21,625 | $5,716+278.3% | $5,012+331.4% | $6,689+223.3% |
| Admin fee / account holder | $20 | $17,312-99.9% | $11,039-99.8% | $13,398-99.9% |