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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 | $243,679 | $111,535+118.5% | $105,223+131.6% | $137,256+77.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.01% | 237.85%-224.8pp | 180.65%-167.6pp | 220.34%-207.3pp |
| Employer contribution / active EE | $1,791 | $3,939-54.5% | $3,689-51.5% | $4,156-56.9% |
| Participant deferral / active EE | $3,023 | $5,500-45.0% | $5,072-40.4% | $6,407-52.8% |
| Admin fee / account holder | $197 | $9,721-98.0% | $8,859-97.8% | $12,270-98.4% |