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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 | $125,184+2.2% | $105,607+21.1% | $145,884-12.3% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 21.71% | 225.00%-203.3pp | 116.11%-94.4pp | 551.85%-530.1pp |
| Employer contribution / active EE | $3,582 | $3,720-3.7% | $3,167+13.1% | $4,662-23.2% |
| Participant deferral / active EE | $21,625 | $5,714+278.5% | $5,011+331.5% | $6,690+223.3% |
| Admin fee / account holder | $20 | $17,133-99.9% | $10,958-99.8% | $13,392-99.9% |