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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 | $194,346 | $105,145+84.8% | $94,664+105.3% | $139,466+39.3% |
| Participation rate | 83.3% | 82.4%+1.0pp | 80.8%+2.5pp | 80.3%+3.0pp |
| Annual return | 18.51% | 38.09%-19.6pp | 156.84%-138.3pp | 373.66%-355.1pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,440 | $7,599-54.7% | $7,417-53.6% | $6,712-48.8% |
| Admin fee / account holder | $14 | $8,972-99.8% | $7,222-99.8% | $11,409-99.9% |