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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 | $219,640 | $157,304+39.6% | $141,197+55.6% | $152,909+43.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.39% | 64.34%-41.0pp | 71.41%-48.0pp | 345.46%-322.1pp |
| Employer contribution / active EE | $14,941 | $5,263+183.9% | $4,736+215.5% | $4,764+213.6% |
| Participant deferral / active EE | $4,982 | $7,111-29.9% | $6,710-25.7% | $5,851-14.8% |
| Admin fee / account holder | $147 | $12,126-98.8% | $10,265-98.6% | $11,601-98.7% |