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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 | $184,975 | $112,121+65.0% | $95,960+92.8% | $158,966+16.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 18.84% | 171.16%-152.3pp | 91.63%-72.8pp | 302.95%-284.1pp |
| Employer contribution / active EE | $980 | $3,199-69.4% | $2,541-61.4% | $4,762-79.4% |
| Participant deferral / active EE | $7,934 | $4,784+65.8% | $4,167+90.4% | $5,983+32.6% |
| Admin fee / account holder | $1 | $10,135-100.0% | $6,797-100.0% | $11,250-100.0% |