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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 | $175,696 | $104,953+67.4% | $84,637+107.6% | $152,909+14.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 23.61% | 373.94%-350.3pp | 258.82%-235.2pp | 345.46%-321.9pp |
| Employer contribution / active EE | $8,982 | $3,304+171.9% | $2,653+238.5% | $4,764+88.5% |
| Participant deferral / active EE | $6,449 | $4,691+37.5% | $3,900+65.4% | $5,851+10.2% |
| Admin fee / account holder | $264 | $6,244-95.8% | $4,914-94.6% | $11,601-97.7% |