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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 | $206,684 | $100,139+106.4% | $85,187+142.6% | $145,884+41.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.71% | 84.15%-72.4pp | 66.67%-55.0pp | 551.85%-540.1pp |
| Employer contribution / active EE | $2,339 | $3,238-27.8% | $2,732-14.4% | $4,662-49.8% |
| Participant deferral / active EE | $15,253 | $5,296+188.0% | $4,525+237.1% | $6,690+128.0% |
| Admin fee / account holder | $231 | $7,262-96.8% | $6,162-96.2% | $13,392-98.3% |