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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 | $201,053 | $72,071+179.0% | $68,368+194.1% | $137,256+46.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.28% | 353.14%-337.9pp | 292.57%-277.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $949 | $2,788-66.0% | $2,649-64.2% | $4,156-77.2% |
| Participant deferral / active EE | $10,852 | $4,410+146.1% | $4,123+163.2% | $6,407+69.4% |
| Admin fee / account holder | $40 | $5,336-99.3% | $5,150-99.2% | $12,270-99.7% |