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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 | $191,242 | $115,814+65.1% | $101,275+88.8% | $158,982+20.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.21% | 56.16%-40.0pp | 46.48%-30.3pp | 302.99%-286.8pp |
| Employer contribution / active EE | $2,613 | $4,176-37.4% | $3,660-28.6% | $4,763-45.1% |
| Participant deferral / active EE | $9,901 | $4,958+99.7% | $4,371+126.5% | $5,983+65.5% |
| Admin fee / account holder | $74 | $7,249-99.0% | $5,948-98.8% | $11,252-99.3% |