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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 | $194,204 | $112,933+72.0% | $90,970+113.5% | $158,982+22.2% |
| Participation rate | 90.5% | 74.7%+15.7pp | 69.0%+21.5pp | 82.0%+8.5pp |
| Annual return | 16.29% | 215.82%-199.5pp | 134.60%-118.3pp | 302.99%-286.7pp |
| Employer contribution / active EE | $13,796 | $2,893+376.8% | $2,122+550.2% | $4,763+189.7% |
| Participant deferral / active EE | $4,445 | $4,128+7.7% | $3,373+31.8% | $5,983-25.7% |
| Admin fee / account holder | $74 | $8,047-99.1% | $5,961-98.8% | $11,252-99.3% |