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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 | $231,445 | $108,882+112.6% | $96,754+139.2% | $154,746+49.6% |
| Participation rate | 91.7% | 75.1%+16.6pp | 70.3%+21.4pp | 80.7%+11.0pp |
| Annual return | 14.21% | 98.39%-84.2pp | 82.04%-67.8pp | 172.34%-158.1pp |
| Employer contribution / active EE | $12,500 | $3,018+314.2% | $2,679+366.6% | $4,379+185.4% |
| Participant deferral / active EE | $4,045 | $5,323-24.0% | $4,758-15.0% | $6,730-39.9% |
| Admin fee / account holder | $265 | $10,200-97.4% | $8,905-97.0% | $14,365-98.2% |