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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 | $102,595+103.5% | $94,057+121.9% | $154,746+34.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 13.89% | 583.42%-569.5pp | 480.62%-466.7pp | 172.34%-158.4pp |
| Employer contribution / active EE | $799 | $3,147-74.6% | $2,933-72.8% | $4,379-81.8% |
| Participant deferral / active EE | $9,715 | $5,118+89.8% | $4,709+106.3% | $6,730+44.3% |
| Admin fee / account holder | $221 | $7,736-97.1% | $7,244-97.0% | $14,365-98.5% |