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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 | $230,761 | $159,978+44.2% | $147,041+56.9% | $145,978+58.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.01% | 98.36%-80.3pp | 419.21%-401.2pp | 550.52%-532.5pp |
| Employer contribution / active EE | $3,796 | $5,288-28.2% | $4,935-23.1% | $4,662-18.6% |
| Participant deferral / active EE | $7,685 | $8,429-8.8% | $8,071-4.8% | $6,690+14.9% |
| Admin fee / account holder | $11 | $15,053-99.9% | $13,006-99.9% | $13,400-99.9% |