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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 | $208,739 | $70,366+196.6% | $66,674+213.1% | $138,895+50.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 13.89% | 386.41%-372.5pp | 321.24%-307.4pp | 145.39%-131.5pp |
| Employer contribution / active EE | $799 | $2,765-71.1% | $2,620-69.5% | $4,194-81.0% |
| Participant deferral / active EE | $9,715 | $4,374+122.1% | $4,084+137.9% | $6,396+51.9% |
| Admin fee / account holder | $221 | $5,262-95.8% | $5,098-95.7% | $12,562-98.2% |