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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 | $186,796 | $111,535+67.5% | $105,223+77.5% | $137,256+36.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.85% | 237.85%-221.0pp | 180.65%-163.8pp | 220.34%-203.5pp |
| Employer contribution / active EE | $9,703 | $3,939+146.3% | $3,689+163.0% | $4,156+133.5% |
| Participant deferral / active EE | $1,662 | $5,500-69.8% | $5,072-67.2% | $6,407-74.1% |
| Admin fee / account holder | $256 | $9,721-97.4% | $8,859-97.1% | $12,270-97.9% |