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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 | $197,573 | $166,268+18.8% | $165,100+19.7% | $145,897+35.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.05% | 100.52%-85.5pp | 70.21%-55.2pp | 552.29%-537.2pp |
| Employer contribution / active EE | $2,666 | $5,284-49.5% | $4,348-38.7% | $4,663-42.8% |
| Participant deferral / active EE | $9,614 | $6,964+38.0% | $6,035+59.3% | $6,689+43.7% |
| Admin fee / account holder | $90 | $16,659-99.5% | $12,696-99.3% | $13,390-99.3% |