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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 | $171,492+42.1% | $150,734+61.7% | $198,609+22.7% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 13.01% | 804.70%-791.7pp | 600.81%-587.8pp | 202.70%-189.7pp |
| Employer contribution / active EE | $1,791 | $5,470-67.3% | $4,918-63.6% | $5,055-64.6% |
| Participant deferral / active EE | $3,023 | $6,259-51.7% | $5,610-46.1% | $6,977-56.7% |
| Admin fee / account holder | $197 | $17,628-98.9% | $14,905-98.7% | $19,030-99.0% |