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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 | $182,006 | $209,422-13.1% | $178,503+2.0% | $158,982+14.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.56% | 188.81%-170.2pp | 151.12%-132.6pp | 302.99%-284.4pp |
| Employer contribution / active EE | $43,361 | $5,707+659.8% | $5,011+765.3% | $4,763+810.4% |
| Participant deferral / active EE | $26,000 | $5,955+336.6% | $5,202+399.8% | $5,983+334.5% |
| Admin fee / account holder | $252 | $17,079-98.5% | $13,987-98.2% | $11,252-97.8% |