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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 | $191,237 | $111,535+71.5% | $105,223+81.7% | $137,256+39.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.72% | 237.85%-223.1pp | 180.65%-165.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $3,688 | $3,939-6.4% | $3,6890% | $4,156-11.3% |
| Participant deferral / active EE | $4,864 | $5,500-11.6% | $5,072-4.1% | $6,407-24.1% |
| Admin fee / account holder | $114 | $9,721-98.8% | $8,859-98.7% | $12,270-99.1% |