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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 | $209,563 | $176,105+19.0% | $159,474+31.4% | $167,536+25.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.25% | 331.91%-315.7pp | 263.68%-247.4pp | 478.82%-462.6pp |
| Employer contribution / active EE | $8,761 | $5,299+65.3% | $4,831+81.3% | $4,839+81.0% |
| Participant deferral / active EE | $2,889 | $7,751-62.7% | $7,353-60.7% | $6,342-54.5% |
| Admin fee / account holder | $277 | $12,559-97.8% | $10,802-97.4% | $12,315-97.8% |