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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 | $105,419 | $106,280-0.8% | $96,538+9.2% | $139,487-24.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 119.52% | 38.48%+81.0pp | 35.74%+83.8pp | 373.84%-254.3pp |
| Employer contribution / active EE | $2,488 | $4,107-39.4% | $3,740-33.5% | $4,755-47.7% |
| Participant deferral / active EE | $5,597 | $5,457+2.6% | $4,880+14.7% | $6,713-16.6% |
| Admin fee / account holder | $214 | $7,888-97.3% | $6,737-96.8% | $11,407-98.1% |