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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 | $125,237+2.1% | $105,608+21.1% | $145,877-12.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 21.71% | 225.76%-204.1pp | 116.50%-94.8pp | 551.28%-529.6pp |
| Employer contribution / active EE | $3,582 | $3,720-3.7% | $3,167+13.1% | $4,663-23.2% |
| Participant deferral / active EE | $21,625 | $5,711+278.7% | $5,010+331.7% | $6,691+223.2% |
| Admin fee / account holder | $20 | $17,287-99.9% | $11,028-99.8% | $13,402-99.9% |