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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 | $118,003 | $114,119+3.4% | $107,187+10.1% | $138,895-15.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 18.77% | 273.21%-254.4pp | 204.55%-185.8pp | 145.39%-126.6pp |
| Employer contribution / active EE | $11,497 | $4,059+183.3% | $3,782+204.0% | $4,194+174.1% |
| Participant deferral / active EE | $25,644 | $5,538+363.1% | $5,096+403.2% | $6,396+300.9% |
| Admin fee / account holder | $207 | $10,024-97.9% | $9,162-97.7% | $12,562-98.3% |