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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 | $72,071+189.6% | $68,368+205.3% | $137,256+52.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.89% | 353.14%-339.3pp | 292.57%-278.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $799 | $2,788-71.3% | $2,649-69.8% | $4,156-80.8% |
| Participant deferral / active EE | $9,715 | $4,410+120.3% | $4,123+135.6% | $6,407+51.6% |
| Admin fee / account holder | $221 | $5,336-95.9% | $5,150-95.7% | $12,270-98.2% |