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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 | $195,708 | $125,778+55.6% | $114,563+70.8% | $154,746+26.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 16.97% | 295.14%-278.2pp | 241.09%-224.1pp | 172.34%-155.4pp |
| Employer contribution / active EE | $1,898 | $2,806-32.3% | $2,592-26.8% | $4,379-56.6% |
| Participant deferral / active EE | $4,450 | $4,445+0.1% | $4,142+7.4% | $6,730-33.9% |
| Admin fee / account holder | $0 | $8,190-100.0% | $7,623-100.0% | $14,365-100.0% |