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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 | $227,913 | $209,422+8.8% | $178,503+27.7% | $158,982+43.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.28% | 188.81%-172.5pp | 151.12%-134.8pp | 302.99%-286.7pp |
| Employer contribution / active EE | $9,467 | $5,707+65.9% | $5,011+88.9% | $4,763+98.8% |
| Participant deferral / active EE | $6,972 | $5,955+17.1% | $5,202+34.0% | $5,983+16.5% |
| Admin fee / account holder | $88 | $17,079-99.5% | $13,987-99.4% | $11,252-99.2% |