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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 | $129,737+87.8% | $119,126+104.6% | $154,746+57.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 13.01% | 379.08%-366.1pp | 282.11%-269.1pp | 172.34%-159.3pp |
| Employer contribution / active EE | $1,791 | $4,375-59.1% | $4,034-55.6% | $4,379-59.1% |
| Participant deferral / active EE | $3,023 | $5,842-48.3% | $5,318-43.2% | $6,730-55.1% |
| Admin fee / account holder | $197 | $11,961-98.4% | $10,693-98.2% | $14,365-98.6% |