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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 | $183,631 | $129,737+41.5% | $119,126+54.1% | $154,746+18.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 16.89% | 379.08%-362.2pp | 282.11%-265.2pp | 172.34%-155.4pp |
| Employer contribution / active EE | $5,829 | $4,375+33.2% | $4,034+44.5% | $4,379+33.1% |
| Participant deferral / active EE | $21,832 | $5,842+273.7% | $5,318+310.5% | $6,730+224.4% |
| Admin fee / account holder | $233 | $11,961-98.1% | $10,693-97.8% | $14,365-98.4% |