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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 | $210,602 | $208,088+1.2% | $186,193+13.1% | $154,746+36.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 16.05% | 89.97%-73.9pp | 78.03%-62.0pp | 172.34%-156.3pp |
| Employer contribution / active EE | $1,682 | $4,340-61.2% | $3,918-57.1% | $4,379-61.6% |
| Participant deferral / active EE | $15,812 | $7,078+123.4% | $6,513+142.8% | $6,730+134.9% |
| Admin fee / account holder | $88 | $11,698-99.2% | $11,058-99.2% | $14,365-99.4% |